WWP
WR Wealth Planners’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.92M | Buy |
133,029
+2,261
| +2% | +$118K | 2.22% | 10 |
|
|
2024
Q3 | $6.82M | Sell |
130,768
-9,135
| -7% | -$476K | 1.9% | 11 |
|
|
2024
Q2 | $6.45M | Sell |
139,903
-7,017
| -5% | -$323K | 1.97% | 13 |
|
|
2024
Q1 | $6.47M | Sell |
146,920
-4
| -0% | -$176 | 2.01% | 11 |
|
|
2023
Q4 | $6.01M | Sell |
146,924
-6,022
| -4% | -$246K | 2.24% | 10 |
|
|
2023
Q3 | $5.61M | Sell |
152,946
-12,918
| -8% | -$474K | 2.14% | 10 |
|
|
2023
Q2 | $6.32M | Buy |
165,864
+5,643
| +4% | +$215K | 2.45% | 10 |
|
|
2023
Q1 | $6.27M | Buy |
+160,221
| New | +$6.27M | 2.71% | 9 |
|