WWM
Wagner Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-340
| Closed | -$53K | – | 445 |
|
2022
Q3 | $53K | Sell |
340
-9
| -3% | -$1.4K | 0.04% | 196 |
|
2022
Q2 | $59K | Buy |
+349
| New | +$59K | 0.05% | 186 |
|
2022
Q1 | – | Sell |
-190
| Closed | -$32K | – | 392 |
|
2021
Q4 | $32K | Hold |
190
| – | – | 0.02% | 318 |
|
2021
Q3 | $32K | Sell |
190
-525
| -73% | -$88.4K | 0.03% | 303 |
|
2021
Q2 | $118K | Sell |
715
-1,043
| -59% | -$172K | 0.08% | 164 |
|
2021
Q1 | $281K | Sell |
1,758
-58
| -3% | -$9.27K | 0.22% | 88 |
|
2020
Q4 | $324K | Buy |
+1,816
| New | +$324K | 0.31% | 78 |
|
2018
Q1 | – | Sell |
-200
| Closed | -$25K | – | 699 |
|
2017
Q4 | $25K | Buy |
+200
| New | +$25K | 0.02% | 278 |
|