WealthOne’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
Q3
Sell
-1,682
Closed -$300K 92
2023
Q2
$300K Buy
+1,682
New +$300K 0.11% 77
2022
Q3
Sell
-2,383
Closed -$401K 110
2022
Q2
$401K Buy
+2,383
New +$401K 0.16% 68
2019
Q1
Sell
-478
Closed -$58K 260
2018
Q4
$58K Buy
+478
New +$58K 0.05% 165