JWS
Juncture Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-6,314
| Closed | -$1.13M | – | 112 |
|
2020
Q4 | $1.13M | Buy |
6,314
+807
| +15% | +$144K | 0.71% | 35 |
|
2020
Q3 | $975K | Buy |
5,507
+505
| +10% | +$89.4K | 0.67% | 34 |
|
2020
Q2 | $837K | Buy |
5,002
+891
| +22% | +$149K | 0.63% | 37 |
|
2020
Q1 | $609K | Buy |
4,111
+618
| +18% | +$91.6K | 0.56% | 44 |
|
2019
Q4 | $499K | Buy |
3,493
+429
| +14% | +$61.3K | 0.39% | 65 |
|
2019
Q3 | $425K | Buy |
+3,064
| New | +$425K | 0.37% | 71 |
|