LFG
LifePlan Financial Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $395K | Buy |
2,230
+794
| +55% | +$141K | 0.17% | 89 |
|
|
2020
Q2 | $240K | Buy |
1,436
+723
| +101% | +$121K | 0.11% | 110 |
|
|
2020
Q1 | $106K | Buy |
713
+31
| +5% | +$4.61K | 0.06% | 159 |
|
|
2019
Q4 | $97K | Sell |
682
-130
| -16% | -$18.5K | 0.04% | 190 |
|
|
2019
Q3 | $113K | Buy |
812
+130
| +19% | +$18.1K | 0.05% | 168 |
|
|
2019
Q2 | $91K | Sell |
682
-46
| -6% | -$6.14K | 0.04% | 193 |
|
|
2019
Q1 | $89K | Sell |
728
-777
| -52% | -$95K | 0.05% | 192 |
|
|
2018
Q4 | $182K | Buy |
1,505
+184
| +14% | +$22.3K | 0.11% | 128 |
|
|
2018
Q3 | $149K | Sell |
1,321
-50
| -4% | -$5.64K | 0.08% | 151 |
|
|
2018
Q2 | $163K | Hold |
1,371
| – | – | 0.09% | 136 |
|
|
2018
Q1 | $172K | Buy |
+1,371
| New | +$172K | 0.1% | 121 |
|
|
2017
Q2 | – | Sell |
-1,918
| Closed | -$228K | – | 109 |
|
|
2017
Q1 | $228K | Sell |
1,918
-4,991
| -72% | -$593K | 0.16% | 103 |
|
|
2016
Q4 | $757K | Sell |
6,909
-4,626
| -40% | -$507K | 0.53% | 57 |
|
|
2016
Q3 | $1.45M | Buy |
+11,535
| New | +$1.45M | 0.99% | 36 |
|
|
2014
Q2 | – | Sell |
-640
| Closed | -$79K | – | 117 |
|
|
2014
Q1 | $79K | Buy |
640
+225
| +54% | +$27.8K | 0.06% | 94 |
|
|
2013
Q4 | $48K | Hold |
415
| – | – | 0.03% | 109 |
|
|
2013
Q3 | $53K | Hold |
415
| – | – | 0.04% | 106 |
|
|
2013
Q2 | $49K | Buy |
+415
| New | +$49K | 0.05% | 76 |
|