LWP
Laurel Wealth Planning’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-403
| Closed | -$68.4K | – | 109 |
|
|
2022
Q4 | $68.4K | Hold |
403
| – | – | 0.04% | 97 |
|
|
2022
Q3 | $62K | Hold |
403
| – | – | 0.05% | 95 |
|
|
2022
Q2 | $68K | Hold |
403
| – | – | 0.05% | 98 |
|
|
2022
Q1 | $73K | Hold |
403
| – | – | 0.05% | 109 |
|
|
2021
Q4 | $69K | Sell |
403
-16,120
| -98% | -$2.76M | 0.05% | 85 |
|
|
2021
Q3 | $2.71M | Sell |
16,523
-692
| -4% | -$114K | 2.19% | 18 |
|
|
2021
Q2 | $2.85M | Sell |
17,215
-494
| -3% | -$81.8K | 2.49% | 16 |
|
|
2021
Q1 | $2.83M | Buy |
17,709
+1,707
| +11% | +$273K | 2.59% | 16 |
|
|
2020
Q4 | $2.85M | Buy |
+16,002
| New | +$2.85M | 2.78% | 15 |
|