LWM
Lyons Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$226K | – | 37 |
|
|
2018
Q3 | $226K | Buy |
+2,000
| New | +$226K | 0.45% | 39 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 47 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 50 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 54 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 45 |
|
|
2014
Q2 | – | Sell |
-1,985
| Closed | -$245K | – | 76 |
|
|
2014
Q1 | $245K | Buy |
+1,985
| New | +$245K | 0.21% | 53 |
|
|
2013
Q4 | – | Sell |
-3,089
| Closed | -$401K | – | 65 |
|
|
2013
Q3 | $401K | Sell |
3,089
-9
| -0.3% | -$1.17K | 0.36% | 20 |
|
|
2013
Q2 | $368K | Buy |
+3,098
| New | +$368K | 0.37% | 27 |
|