TCPWM
Traverso Chambers Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $353K | Hold |
1,846
| – | – | 0.09% | 96 |
|
|
2023
Q3 | $316K | Buy |
1,846
+618
| +50% | +$106K | 0.08% | 94 |
|
|
2023
Q2 | $219K | Hold |
1,228
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $225K | Sell |
1,228
-233
| -16% | -$42.7K | 0.06% | 107 |
|
|
2022
Q4 | $248K | Sell |
1,461
-233
| -14% | -$39.5K | 0.07% | 98 |
|
|
2022
Q3 | $262K | Sell |
1,694
-1
| -0.1% | -$155 | 0.08% | 90 |
|
|
2022
Q2 | $286K | Sell |
1,695
-618
| -27% | -$104K | 0.1% | 90 |
|
|
2022
Q1 | $418K | Hold |
2,313
| – | – | 0.12% | 76 |
|
|
2021
Q4 | $395K | Hold |
2,313
| – | – | 0.12% | 78 |
|
|
2021
Q3 | $380K | Sell |
2,313
-31
| -1% | -$5.09K | 0.12% | 80 |
|
|
2021
Q2 | $388K | Hold |
2,344
| – | – | 0.12% | 79 |
|
|
2021
Q1 | $375K | Buy |
2,344
+706
| +43% | +$113K | 0.13% | 78 |
|
|
2020
Q4 | $292K | Buy |
1,638
+193
| +13% | +$34.4K | 0.1% | 84 |
|
|
2020
Q3 | $256K | Buy |
+1,445
| New | +$256K | 0.1% | 89 |
|