LWAC
Laurel Wealth Advisors (California)’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.7M | Sell |
45,384
-15,782
| -26% | -$2.68M | 0.76% | 29 |
|
|
2022
Q3 | $9.46M | Buy |
61,166
+36,829
| +151% | +$5.7M | 1.01% | 16 |
|
|
2022
Q2 | $4.1M | Buy |
24,337
+307
| +1% | +$51.7K | 0.42% | 59 |
|
|
2022
Q1 | $4.34M | Sell |
24,030
-639
| -3% | -$115K | 0.36% | 66 |
|
|
2021
Q4 | $4.22M | Buy |
24,669
+17,022
| +223% | +$2.91M | 0.33% | 74 |
|
|
2021
Q3 | $1.26M | Sell |
7,647
-46,793
| -86% | -$7.69M | 0.23% | 102 |
|
|
2021
Q2 | $9.02M | Buy |
54,440
+2,529
| +5% | +$419K | 1.17% | 11 |
|
|
2021
Q1 | $8.3M | Buy |
51,911
+3,105
| +6% | +$497K | 1.26% | 10 |
|
|
2020
Q4 | $8.71M | Sell |
48,806
-1,434
| -3% | -$256K | 1.28% | 12 |
|
|
2020
Q3 | $8.9M | Sell |
50,240
-4,652
| -8% | -$824K | 1.47% | 9 |
|
|
2020
Q2 | $9.19M | Sell |
54,892
-1,273
| -2% | -$213K | 1.68% | 6 |
|
|
2020
Q1 | $8.32M | Buy |
56,165
+3,976
| +8% | +$589K | 1.91% | 5 |
|
|
2019
Q4 | $7.46M | Buy |
52,189
+44,985
| +624% | +$6.43M | 1.25% | 7 |
|
|
2019
Q3 | $1M | Buy |
7,204
+3,522
| +96% | +$489K | 0.17% | 149 |
|
|
2019
Q2 | $490K | Buy |
3,682
+892
| +32% | +$119K | 0.11% | 200 |
|
|
2019
Q1 | $340K | Sell |
2,790
-70
| -2% | -$8.53K | 0.08% | 258 |
|
|
2018
Q4 | $346K | Buy |
2,860
+434
| +18% | +$52.5K | 0.1% | 219 |
|
|
2018
Q3 | $273K | Sell |
2,426
-526
| -18% | -$59.2K | 0.07% | 295 |
|
|
2018
Q2 | $350K | Buy |
2,952
+179
| +6% | +$21.2K | 0.09% | 231 |
|
|
2018
Q1 | $348K | Buy |
2,773
+347
| +14% | +$43.5K | 0.11% | 214 |
|
|
2017
Q4 | $299K | Buy |
2,426
+172
| +8% | +$21.2K | 0.09% | 251 |
|
|
2017
Q3 | $274K | Sell |
2,254
-18
| -0.8% | -$2.19K | 0.09% | 235 |
|
|
2017
Q2 | $268K | Buy |
+2,272
| New | +$268K | 0.1% | 231 |
|
|
2016
Q2 | – | Sell |
-2,104
| Closed | -$248K | – | 269 |
|
|
2016
Q1 | $248K | Buy |
+2,104
| New | +$248K | 0.12% | 201 |
|