LWP
Legacy Wealth Planning’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $810K | Sell |
5,237
-494
| -9% | -$76.4K | 1.34% | 18 |
|
|
2022
Q2 | $965K | Buy |
5,731
+175
| +3% | +$29.5K | 1.38% | 19 |
|
|
2022
Q1 | $1M | Hold |
5,556
| – | – | 1.18% | 17 |
|
|
2021
Q4 | $950K | Buy |
5,556
+2,249
| +68% | +$385K | 1.08% | 20 |
|
|
2021
Q3 | $543K | Buy |
3,307
+386
| +13% | +$63.4K | 0.61% | 37 |
|
|
2021
Q2 | $484K | Hold |
2,921
| – | – | 0.55% | 41 |
|
|
2021
Q1 | $467K | Buy |
2,921
+1,200
| +70% | +$192K | 0.6% | 41 |
|
|
2020
Q4 | $307K | Buy |
1,721
+420
| +32% | +$74.9K | 0.39% | 54 |
|
|
2020
Q3 | $230K | Hold |
1,301
| – | – | 0.26% | 63 |
|
|
2020
Q2 | $218K | Buy |
+1,301
| New | +$218K | 0.26% | 66 |
|