SWM
Strategic Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.49M | Sell |
32,132
-325
| -1% | -$55.6K | 2.72% | 6 |
|
|
2021
Q3 | $5.33M | Sell |
32,457
-225
| -0.7% | -$36.9K | 2.77% | 6 |
|
|
2021
Q2 | $5.41M | Buy |
32,682
+1,016
| +3% | +$168K | 2.92% | 10 |
|
|
2021
Q1 | $5.07M | Buy |
31,666
+1,555
| +5% | +$249K | 3.04% | 9 |
|
|
2020
Q4 | $5.37M | Buy |
+30,111
| New | +$5.37M | 3.3% | 5 |
|
|
2020
Q3 | – | Sell |
-9,606
| Closed | -$1.61M | – | 72 |
|
|
2020
Q2 | $1.61M | Buy |
+9,606
| New | +$1.61M | 1.49% | 23 |
|
|
2014
Q4 | – | Sell |
-11,218
| Closed | -$1.3M | – | 50 |
|
|
2014
Q3 | $1.3M | Sell |
11,218
-32
| -0.3% | -$3.72K | 1.36% | 17 |
|
|
2014
Q2 | $1.44M | Sell |
11,250
-20,250
| -64% | -$2.59M | 1.48% | 15 |
|
|
2014
Q1 | $3.89M | Sell |
31,500
-537
| -2% | -$66.4K | 3.63% | 13 |
|
|
2013
Q4 | $3.72M | Sell |
32,037
-50
| -0.2% | -$5.81K | 3.77% | 11 |
|
|
2013
Q3 | $4.11M | Sell |
32,087
-21,504
| -40% | -$2.76M | 4.52% | 10 |
|
|
2013
Q2 | $6.38M | Buy |
+53,591
| New | +$6.38M | 6.68% | 7 |
|