LWP
Lumature Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $895K | Sell |
5,020
-1
| -0% | -$178 | 0.53% | 42 |
|
2023
Q1 | $920K | Sell |
5,021
-406
| -7% | -$74.4K | 0.52% | 43 |
|
2022
Q4 | $921K | Sell |
5,427
-5
| -0.1% | -$848 | 0.51% | 40 |
|
2022
Q3 | $840K | Sell |
5,432
-282
| -5% | -$43.6K | 0.45% | 48 |
|
2022
Q2 | $963K | Sell |
5,714
-275
| -5% | -$46.3K | 0.43% | 49 |
|
2022
Q1 | $1.08M | Sell |
5,989
-137
| -2% | -$24.8K | 0.43% | 53 |
|
2021
Q4 | $1.05M | Sell |
6,126
-3
| -0% | -$513 | 0.41% | 55 |
|
2021
Q3 | $1.01M | Buy |
6,129
+58
| +1% | +$9.53K | 0.41% | 51 |
|
2021
Q2 | $1.01M | Buy |
6,071
+1,470
| +32% | +$244K | 0.42% | 50 |
|
2021
Q1 | $736K | Buy |
4,601
+1,019
| +28% | +$163K | 0.39% | 52 |
|
2020
Q4 | $639K | Buy |
+3,582
| New | +$639K | 0.6% | 44 |
|