LWP
Laurel Wealth Planning’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Sell |
5,801
-60
| -1% | -$8.29K | 0.46% | 38 |
|
|
2025
Q1 | $759K | Hold |
5,861
| – | – | 0.5% | 35 |
|
|
2024
Q4 | $644K | Sell |
5,861
-379
| -6% | -$41.6K | 0.42% | 37 |
|
|
2024
Q3 | $707K | Sell |
6,240
-155
| -2% | -$17.6K | 0.46% | 37 |
|
|
2024
Q2 | $659K | Sell |
6,395
-138
| -2% | -$14.2K | 0.46% | 37 |
|
|
2024
Q1 | $624K | Sell |
6,533
-1,068
| -14% | -$102K | 0.41% | 38 |
|
|
2023
Q4 | $692K | Sell |
7,601
-363
| -5% | -$33K | 0.49% | 37 |
|
|
2023
Q3 | $670K | Sell |
7,964
-755
| -9% | -$63.5K | 0.52% | 38 |
|
|
2023
Q2 | $756K | Sell |
8,719
-180
| -2% | -$15.6K | 0.54% | 40 |
|
|
2023
Q1 | $812K | Sell |
8,899
-1,898
| -18% | -$173K | 0.54% | 40 |
|
|
2022
Q4 | $963K | Sell |
10,797
-2,798
| -21% | -$250K | 0.62% | 39 |
|
|
2022
Q3 | $1.1M | Sell |
13,595
-182
| -1% | -$14.8K | 0.81% | 33 |
|
|
2022
Q2 | $1.18M | Hold |
13,777
| – | – | 0.83% | 33 |
|
|
2022
Q1 | $1.32M | Sell |
13,777
-639
| -4% | -$61.4K | 0.89% | 33 |
|
|
2021
Q4 | $1.29M | Sell |
14,416
-594
| -4% | -$53.2K | 0.98% | 31 |
|
|
2021
Q3 | $1.3M | Hold |
15,010
| – | – | 1.05% | 26 |
|
|
2021
Q2 | $1.45M | Hold |
15,010
| – | – | 1.26% | 25 |
|
|
2021
Q1 | $1.39M | Sell |
15,010
-604
| -4% | -$56K | 1.27% | 25 |
|
|
2020
Q4 | $1.55M | Buy |
+15,614
| New | +$1.55M | 1.51% | 24 |
|