Lucia Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$144K Sell
2020
Q2
$146K Sell
2020
Q1
$144K Buy
2019
Q4
$18K Buy
2019
Q3
$9K Buy
2019
Q2
$3K Hold
2019
Q1
$3K Buy
2018
Q4
Sell
2018
Q3
$51K Buy
2018
Q2
$2K Sell
2018
Q1
$3K Buy