Windsor Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $260K | Sell |
7,101
-61
| -0.9% | -$2.23K | 0.05% | 132 |
|
2023
Q2 | $273K | Buy |
7,162
+371
| +5% | +$14.1K | 0.05% | 133 |
|
2023
Q1 | $268K | Sell |
6,791
-319
| -4% | -$12.6K | 0.05% | 133 |
|
2022
Q4 | $264K | Sell |
7,110
-287
| -4% | -$10.7K | 0.05% | 134 |
|
2022
Q3 | $249K | Sell |
7,397
-582
| -7% | -$19.6K | 0.06% | 127 |
|
2022
Q2 | $276K | Sell |
7,979
-177,908
| -96% | -$6.15M | 0.07% | 126 |
|
2022
Q1 | $5.47M | Buy |
185,887
+144,382
| +348% | +$4.25M | 1.01% | 21 |
|
2021
Q4 | $1.5M | Sell |
41,505
-20,312
| -33% | -$733K | 0.27% | 73 |
|
2021
Q3 | $2.16M | Sell |
61,817
-16,318
| -21% | -$571K | 0.45% | 43 |
|
2021
Q2 | $2.75M | Buy |
78,135
+66,499
| +571% | +$2.34M | 0.59% | 36 |
|
2021
Q1 | $396K | Sell |
11,636
-131,756
| -92% | -$4.48M | 0.09% | 155 |
|
2020
Q4 | $5.43M | Buy |
143,392
+4,654
| +3% | +$176K | 1.38% | 16 |
|
2020
Q3 | $5.26M | Buy |
138,738
+82,845
| +148% | +$3.14M | 1.53% | 15 |
|
2020
Q2 | $1.99M | Buy |
55,893
+22,249
| +66% | +$790K | 0.63% | 35 |
|
2020
Q1 | $1.06M | Sell |
33,644
-346
| -1% | -$10.9K | 0.43% | 54 |
|
2019
Q4 | $1.03M | Buy |
33,990
+4,075
| +14% | +$123K | 0.38% | 65 |
|
2019
Q3 | $894K | Buy |
29,915
+23,906
| +398% | +$714K | 0.39% | 66 |
|
2019
Q2 | $166K | Sell |
6,009
-9,831
| -62% | -$272K | 0.07% | 175 |
|
2019
Q1 | $409K | Buy |
+15,840
| New | +$409K | 0.23% | 105 |
|