BWA
Burt Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-315
| Closed | -$56K | – | 195 |
|
|
2020
Q4 | $56K | Hold |
315
| – | – | 0.02% | 173 |
|
|
2020
Q3 | $56K | Hold |
315
| – | – | 0.02% | 167 |
|
|
2020
Q2 | $53K | Hold |
315
| – | – | 0.02% | 172 |
|
|
2020
Q1 | $47K | Hold |
315
| – | – | 0.02% | 169 |
|
|
2019
Q4 | $45K | Hold |
315
| – | – | 0.02% | 177 |
|
|
2019
Q3 | $44K | Hold |
315
| – | – | 0.02% | 178 |
|
|
2019
Q2 | $42K | Hold |
315
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $38K | Buy |
315
+280
| +800% | +$33.8K | 0.02% | 192 |
|
|
2018
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 309 |
|
|
2018
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 326 |
|
|
2018
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 315 |
|
|
2018
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 325 |
|
|
2017
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 314 |
|
|
2017
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 308 |
|
|
2017
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 342 |
|
|
2017
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 306 |
|
|
2016
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 330 |
|
|
2016
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 328 |
|
|
2016
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 331 |
|
|
2016
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 401 |
|
|
2015
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 429 |
|
|
2015
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 333 |
|
|
2015
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 323 |
|
|
2015
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 295 |
|
|
2014
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 283 |
|