LWS
Lucia Wealth Services’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $144K | Sell |
814
-56
| -6% | -$9.91K | 0.03% | 139 |
|
|
2020
Q2 | $146K | Sell |
870
-100
| -10% | -$16.8K | 0.04% | 132 |
|
|
2020
Q1 | $144K | Buy |
970
+843
| +664% | +$125K | 0.05% | 139 |
|
|
2019
Q4 | $18K | Buy |
127
+65
| +105% | +$9.21K | 0.01% | 171 |
|
|
2019
Q3 | $9K | Buy |
62
+37
| +148% | +$5.37K | ﹤0.01% | 159 |
|
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 170 |
|
|
2019
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 184 |
|
|
2018
Q4 | – | Sell |
-455
| Closed | -$51K | – | 192 |
|
|
2018
Q3 | $51K | Buy |
455
+437
| +2,428% | +$49K | 0.02% | 190 |
|
|
2018
Q2 | $2K | Sell |
18
-7
| -28% | -$778 | ﹤0.01% | 199 |
|
|
2018
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 193 |
|