JFA
Johanson Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $811K | Sell |
4,745
-1,441
| -23% | -$246K | 0.25% | 70 |
|
|
2021
Q3 | $1.02M | Sell |
6,186
-670
| -10% | -$110K | 0.35% | 60 |
|
|
2021
Q2 | $1.17M | Sell |
6,856
-655
| -9% | -$112K | 0.4% | 56 |
|
|
2021
Q1 | $1.22M | Sell |
7,511
-1,410
| -16% | -$229K | 0.45% | 46 |
|
|
2020
Q4 | $1.59M | Sell |
8,921
-165
| -2% | -$29.4K | 0.64% | 36 |
|
|
2020
Q3 | $1.63M | Buy |
9,086
+2,000
| +28% | +$359K | 0.73% | 32 |
|
|
2020
Q2 | $1.19M | Buy |
7,086
+1,401
| +25% | +$234K | 0.59% | 42 |
|
|
2020
Q1 | $842K | Sell |
5,685
-728,107
| -99% | -$108M | 0.48% | 45 |
|
|
2019
Q4 | $5.14M | Buy |
733,792
+728,737
| +14,416% | +$5.1M | 0.24% | 64 |
|
|
2019
Q3 | $705K | Buy |
5,055
+2,160
| +75% | +$301K | 0.37% | 56 |
|
|
2019
Q2 | $386K | Sell |
2,895
-225
| -7% | -$30K | 0.21% | 73 |
|
|
2019
Q1 | $379K | Buy |
3,120
+235
| +8% | +$28.5K | 0.21% | 74 |
|
|
2018
Q4 | $349K | Sell |
2,885
-60
| -2% | -$7.26K | 0.24% | 72 |
|
|
2018
Q3 | $335K | Buy |
2,945
+30
| +1% | +$3.41K | 0.19% | 74 |
|
|
2018
Q2 | $348K | Buy |
2,915
+30
| +1% | +$3.58K | 0.22% | 69 |
|
|
2018
Q1 | $365K | Buy |
2,885
+290
| +11% | +$36.7K | 0.24% | 65 |
|
|
2017
Q4 | $322K | Buy |
2,595
+160
| +7% | +$19.9K | 0.21% | 71 |
|
|
2017
Q3 | $293K | Buy |
2,435
+180
| +8% | +$21.7K | 0.21% | 69 |
|
|
2017
Q2 | $268K | Sell |
2,255
-110
| -5% | -$13.1K | 0.22% | 70 |
|
|
2017
Q1 | $282K | Buy |
+2,365
| New | +$282K | 0.25% | 71 |
|