LWM
LBA Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $92K | Hold |
774
| – | – | 0.05% | 151 |
|
|
2016
Q4 | $85K | Sell |
774
-328
| -30% | -$36K | 0.05% | 157 |
|
|
2016
Q3 | $138K | Buy |
1,102
+221
| +25% | +$27.7K | 0.08% | 130 |
|
|
2016
Q2 | $111K | Hold |
881
| – | – | 0.06% | 144 |
|
|
2016
Q1 | $104K | Sell |
881
-666
| -43% | -$78.6K | 0.06% | 145 |
|
|
2015
Q4 | $157K | Hold |
1,547
| – | – | 0.09% | 133 |
|
|
2015
Q3 | $165K | Buy |
1,547
+308
| +25% | +$32.9K | 0.1% | 118 |
|
|
2015
Q2 | $139K | Sell |
1,239
-290
| -19% | -$32.5K | 0.09% | 118 |
|
|
2015
Q1 | $174K | Buy |
1,529
+94
| +7% | +$10.7K | 0.11% | 105 |
|
|
2014
Q4 | $163K | Hold |
1,435
| – | – | 0.11% | 110 |
|
|
2014
Q3 | $167K | Hold |
1,435
| – | – | 0.12% | 94 |
|
|
2014
Q2 | $184K | Hold |
1,435
| – | – | 0.15% | 86 |
|
|
2014
Q1 | $177K | Hold |
1,435
| – | – | 0.15% | 87 |
|
|
2013
Q4 | $167K | Buy |
+1,435
| New | +$167K | 0.14% | 84 |
|