WMS
Wealth Management Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $207K | Sell |
5,633
-2,478
| -31% | -$90.8K | 0.14% | 76 |
|
|
2023
Q2 | $309K | Sell |
8,111
-1,181
| -13% | -$45K | 0.2% | 63 |
|
|
2023
Q1 | $363K | Buy |
+9,292
| New | +$363K | 0.21% | 56 |
|
|
2022
Q3 | – | Sell |
-7,163
| Closed | -$257K | – | 87 |
|
|
2022
Q2 | $257K | Sell |
7,163
-6,115
| -46% | -$219K | 0.14% | 72 |
|
|
2022
Q1 | $511K | Sell |
13,278
-13,327
| -50% | -$513K | 0.27% | 52 |
|
|
2021
Q4 | $484K | Buy |
+26,605
| New | +$484K | 0.25% | 64 |
|