BWA
BDO Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $715K | Sell |
4,011
-114
| -3% | -$20.3K | 0.08% | 154 |
|
|
2023
Q1 | $756K | Sell |
4,125
-1,445
| -26% | -$265K | 0.09% | 143 |
|
|
2022
Q4 | $945K | Sell |
5,570
-1,982
| -26% | -$336K | 0.12% | 133 |
|
|
2022
Q3 | $1.17M | Sell |
7,552
-1,053
| -12% | -$163K | 0.16% | 117 |
|
|
2022
Q2 | $1.45M | Sell |
8,605
-508
| -6% | -$85.6K | 0.18% | 104 |
|
|
2022
Q1 | $1.65M | Sell |
9,113
-1,070
| -11% | -$193K | 0.18% | 100 |
|
|
2021
Q4 | $1.74M | Sell |
10,183
-1,809
| -15% | -$309K | 0.18% | 99 |
|
|
2021
Q3 | $1.97M | Sell |
11,992
-971
| -7% | -$159K | 0.22% | 83 |
|
|
2021
Q2 | $2.15M | Sell |
12,963
-709
| -5% | -$117K | 0.24% | 74 |
|
|
2021
Q1 | $2.19M | Buy |
13,672
+8,770
| +179% | +$1.4M | 0.26% | 74 |
|
|
2020
Q4 | $874K | Buy |
4,902
+280
| +6% | +$49.9K | 0.12% | 114 |
|
|
2020
Q3 | $819K | Buy |
4,622
+1,471
| +47% | +$261K | 0.13% | 110 |
|
|
2020
Q2 | $527K | Buy |
3,151
+233
| +8% | +$39K | 0.09% | 126 |
|
|
2020
Q1 | $432K | Buy |
2,918
+338
| +13% | +$50K | 0.09% | 130 |
|
|
2019
Q4 | $369K | Buy |
2,580
+100
| +4% | +$14.3K | 0.1% | 127 |
|
|
2019
Q3 | $344K | Buy |
2,480
+1,800
| +265% | +$250K | 0.09% | 139 |
|
|
2019
Q2 | $91K | Hold |
680
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $83K | Hold |
680
| – | – | 0.02% | 234 |
|
|
2018
Q4 | $82K | Sell |
680
-41
| -6% | -$4.94K | 0.03% | 220 |
|
|
2018
Q3 | $81K | Hold |
721
| – | – | 0.03% | 235 |
|
|
2018
Q2 | $86K | Hold |
721
| – | – | 0.03% | 229 |
|
|
2018
Q1 | $91K | Sell |
721
-53
| -7% | -$6.69K | 0.03% | 189 |
|
|
2017
Q4 | $96K | Hold |
774
| – | – | 0.04% | 155 |
|
|
2017
Q3 | $94K | Sell |
774
-41
| -5% | -$4.98K | 0.05% | 140 |
|
|
2017
Q2 | $96K | Buy |
+815
| New | +$96K | 0.04% | 176 |
|