AWM
Altavista Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.3M | Buy |
25,135
+81
| +0.3% | +$13.8K | 0.87% | 33 |
|
|
2021
Q3 | $4.11M | Buy |
25,054
+165
| +0.7% | +$27.1K | 0.91% | 29 |
|
|
2021
Q2 | $4.12M | Buy |
24,889
+847
| +4% | +$140K | 0.9% | 31 |
|
|
2021
Q1 | $3.85M | Sell |
24,042
-2,720
| -10% | -$435K | 0.94% | 31 |
|
|
2020
Q4 | $4.77M | Buy |
26,762
+82
| +0.3% | +$14.6K | 1.21% | 26 |
|
|
2020
Q3 | $4.73M | Sell |
26,680
-2,752
| -9% | -$487K | 1.3% | 25 |
|
|
2020
Q2 | $4.93M | Sell |
29,432
-4,249
| -13% | -$711K | 1.43% | 22 |
|
|
2020
Q1 | $4.99M | Sell |
33,681
-1,433
| -4% | -$212K | 1.7% | 16 |
|
|
2019
Q4 | $5.02M | Buy |
35,114
+722
| +2% | +$103K | 1.49% | 21 |
|
|
2019
Q3 | $4.78M | Sell |
34,392
-1,513
| -4% | -$210K | 1.48% | 23 |
|
|
2019
Q2 | $4.78M | Sell |
35,905
-878
| -2% | -$117K | 1.53% | 23 |
|
|
2019
Q1 | $4.49M | Buy |
36,783
+7,875
| +27% | +$961K | 1.59% | 23 |
|
|
2018
Q4 | $3.51M | Buy |
28,908
+1,468
| +5% | +$178K | 1.43% | 26 |
|
|
2018
Q3 | $3.09M | Buy |
27,440
+224
| +0.8% | +$25.3K | 1.15% | 30 |
|
|
2018
Q2 | $3.23M | Buy |
27,216
+708
| +3% | +$84K | 1.29% | 27 |
|
|
2018
Q1 | $3.33M | Buy |
26,508
+4,393
| +20% | +$553K | 1.41% | 23 |
|
|
2017
Q4 | $2.74M | Buy |
22,115
+572
| +3% | +$70.7K | 1.16% | 28 |
|
|
2017
Q3 | $2.62M | Buy |
21,543
+970
| +5% | +$118K | 1.24% | 27 |
|
|
2017
Q2 | $2.43M | Buy |
20,573
+1,424
| +7% | +$168K | 1.21% | 28 |
|
|
2017
Q1 | $2.27M | Buy |
19,149
+857
| +5% | +$102K | 1.14% | 32 |
|
|
2016
Q4 | $2.01M | Sell |
18,292
-2,050
| -10% | -$225K | 1.09% | 33 |
|
|
2016
Q3 | $2.56M | Buy |
20,342
+1,630
| +9% | +$205K | 1.39% | 28 |
|
|
2016
Q2 | $2.37M | Buy |
18,712
+807
| +5% | +$102K | 1.31% | 30 |
|
|
2016
Q1 | $2.11M | Buy |
17,905
+308
| +2% | +$36.2K | 1.19% | 32 |
|
|
2015
Q4 | $1.79M | Sell |
17,597
-2,590
| -13% | -$263K | 1.05% | 33 |
|
|
2015
Q3 | $2.16M | Sell |
20,187
-3,543
| -15% | -$379K | 1.42% | 27 |
|
|
2015
Q2 | $2.67M | Buy |
23,730
+1,211
| +5% | +$136K | 1.64% | 23 |
|
|
2015
Q1 | $2.56M | Buy |
22,519
+1,500
| +7% | +$171K | 1.58% | 23 |
|
|
2014
Q4 | $2.4M | Buy |
21,019
+669
| +3% | +$76.3K | 1.48% | 27 |
|
|
2014
Q3 | $2.37M | Buy |
20,350
+1,950
| +11% | +$227K | 1.52% | 27 |
|
|
2014
Q2 | $2.36M | Buy |
18,400
+714
| +4% | +$91.4K | 1.47% | 29 |
|
|
2014
Q1 | $2.19M | Buy |
17,686
+295
| +2% | +$36.5K | 1.33% | 30 |
|
|
2013
Q4 | $2.02M | Sell |
17,391
-70
| -0.4% | -$8.13K | 1.23% | 31 |
|
|
2013
Q3 | $2.24M | Buy |
17,461
+725
| +4% | +$92.9K | 1.46% | 24 |
|
|
2013
Q2 | $1.99M | Buy |
+16,736
| New | +$1.99M | 1.34% | 27 |
|