Virginia Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,695
Closed -$2.35M 58
2023
Q3
$2.35M Buy
13,695
+9,300
+212% +$1.59M 1.59% 32
2023
Q2
$783K Hold
4,395
0.54% 49
2023
Q1
$805K Buy
4,395
+45
+1% +$8.25K 0.55% 50
2022
Q4
$738K Sell
4,350
-6,400
-60% -$1.09M 0.51% 54
2022
Q3
$1.66M Buy
10,750
+3,975
+59% +$615K 1.24% 40
2022
Q2
$1.14M Hold
6,775
1.1% 40
2022
Q1
$1.23M Buy
6,775
+105
+2% +$19K 1.1% 40
2021
Q4
$1.14M Buy
+6,670
New +$1.14M 1.03% 43