LWA
Lowe Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.6K | Hold |
48
| – | – | 0.01% | 228 |
|
2025
Q1 | $13.8K | Hold |
48
| – | – | 0.01% | 225 |
|
2024
Q4 | $11.6K | Buy |
48
+18
| +60% | +$4.36K | 0.01% | 220 |
|
2024
Q3 | $7.29K | Hold |
30
| – | – | ﹤0.01% | 239 |
|
2024
Q2 | $6.45K | Hold |
30
| – | – | ﹤0.01% | 242 |
|
2024
Q1 | $6.17K | Hold |
30
| – | – | ﹤0.01% | 240 |
|
2023
Q4 | $5.74K | Hold |
30
| – | – | ﹤0.01% | 240 |
|
2023
Q3 | $5.14K | Hold |
30
| – | – | ﹤0.01% | 234 |
|
2023
Q2 | $5.35K | Sell |
30
-14
| -32% | -$2.5K | ﹤0.01% | 259 |
|
2023
Q1 | $8.06K | Hold |
44
| – | – | ﹤0.01% | 221 |
|
2022
Q4 | $7.46K | Sell |
44
-6
| -12% | -$1.02K | ﹤0.01% | 230 |
|
2022
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 210 |
|
2022
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 200 |
|
2022
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 203 |
|
2021
Q4 | $9K | Sell |
50
-5
| -9% | -$900 | ﹤0.01% | 198 |
|
2021
Q3 | $9K | Hold |
55
| – | – | ﹤0.01% | 192 |
|
2021
Q2 | $9K | Sell |
55
-10
| -15% | -$1.64K | ﹤0.01% | 189 |
|
2021
Q1 | $10K | Hold |
65
| – | – | 0.01% | 178 |
|
2020
Q4 | $12K | Hold |
65
| – | – | 0.01% | 164 |
|
2020
Q3 | $12K | Hold |
65
| – | – | 0.01% | 148 |
|
2020
Q2 | $11K | Hold |
65
| – | – | 0.01% | 143 |
|
2020
Q1 | $10K | Hold |
65
| – | – | 0.01% | 143 |
|
2019
Q4 | $9K | Hold |
65
| – | – | 0.01% | 172 |
|
2019
Q3 | $9K | Hold |
65
| – | – | 0.01% | 161 |
|
2019
Q2 | $9K | Hold |
65
| – | – | 0.01% | 171 |
|
2019
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 166 |
|
2018
Q4 | $8K | Hold |
65
| – | – | 0.01% | 148 |
|
2018
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 166 |
|
2018
Q2 | $8K | Hold |
65
| – | – | 0.01% | 153 |
|
2018
Q1 | $8K | Hold |
65
| – | – | 0.01% | 162 |
|
2017
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 168 |
|
2017
Q3 | $8K | Hold |
65
| – | – | 0.01% | 162 |
|
2017
Q2 | $8K | Buy |
65
+55
| +550% | +$6.77K | 0.01% | 141 |
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 201 |
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 210 |
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 223 |
|
2016
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 228 |
|