Lehman & Derafelo Financial Resources’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $197K | Buy |
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|
2019
Q4 | $158K | Hold |
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|
2019
Q3 | $154K | Hold |
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|
2019
Q2 | $146K | Hold |
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|
2019
Q1 | $135K | Hold |
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|
2018
Q4 | $134K | Buy |
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