LWP
Legacy Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $287K | Sell |
1,733
-121
| -7% | -$20K | 0.16% | 79 |
|
|
2021
Q1 | $296K | Sell |
1,854
-1,765
| -49% | -$282K | 0.17% | 72 |
|
|
2020
Q4 | $645K | Sell |
3,619
-346
| -9% | -$61.7K | 0.41% | 54 |
|
|
2020
Q3 | $702K | Sell |
3,965
-503
| -11% | -$89.1K | 0.5% | 46 |
|
|
2020
Q2 | $748K | Sell |
4,468
-184
| -4% | -$30.8K | 0.57% | 36 |
|
|
2020
Q1 | $689K | Sell |
4,652
-411
| -8% | -$60.9K | 0.64% | 28 |
|
|
2019
Q4 | $742K | Buy |
+5,063
| New | +$742K | 0.54% | 38 |
|