LWP
Legacy Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $365K | Buy |
20,742
+1,164
| +6% | +$20.5K | 0.2% | 73 |
|
|
2021
Q1 | $333K | Sell |
19,578
-127,591
| -87% | -$2.17M | 0.19% | 68 |
|
|
2020
Q4 | $2.79M | Sell |
147,169
-200,184
| -58% | -$3.79M | 1.75% | 13 |
|
|
2020
Q3 | $6.53M | Buy |
347,353
+63,207
| +22% | +$1.19M | 4.62% | 5 |
|
|
2020
Q2 | $5.05M | Sell |
284,146
-43,852
| -13% | -$779K | 3.81% | 6 |
|
|
2020
Q1 | $5.16M | Buy |
327,998
+58,117
| +22% | +$914K | 4.8% | 5 |
|
|
2019
Q4 | $4.19M | Buy |
+269,881
| New | +$4.19M | 3.05% | 10 |
|