WR Wealth Planners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $79.7K | Buy |
329
+111
| +51% | +$26.9K | 0.03% | 263 |
|
|
2024
Q3 | $53K | Sell |
218
-2
| -0.9% | -$486 | 0.01% | 336 |
|
|
2024
Q2 | $47.3K | Hold |
220
| – | – | 0.01% | 338 |
|
|
2024
Q1 | $45.3K | Buy |
+220
| New | +$45.3K | 0.01% | 349 |
|
|
2023
Q4 | – | Sell |
-202
| Closed | -$34.6K | – | 451 |
|
|
2023
Q3 | $34.6K | Hold |
202
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $36K | Hold |
202
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $37K | Buy |
202
+200
| +10,000% | +$36.6K | 0.02% | 357 |
|
|
2022
Q4 | $339 | Hold |
2
| – | – | ﹤0.01% | 457 |
|
|
2022
Q3 | $309 | Hold |
2
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $337 | Hold |
2
| – | – | ﹤0.01% | 486 |
|
|
2022
Q1 | $361 | Buy |
+2
| New | +$361 | ﹤0.01% | 487 |
|