OWA
Outlook 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 | $754K | Buy |
2,472
+46
| +2% | +$14K | 0.19% | 102 |
|
|
2025
Q1 | $699K | Buy |
2,426
+24
| +1% | +$6.92K | 0.19% | 103 |
|
|
2024
Q4 | $582K | Sell |
2,402
-32
| -1% | -$7.75K | 0.17% | 122 |
|
|
2024
Q3 | $592K | Buy |
2,434
+508
| +26% | +$123K | 0.17% | 120 |
|
|
2024
Q2 | $414K | Sell |
1,926
-696
| -27% | -$150K | 0.13% | 156 |
|
|
2024
Q1 | $539K | Sell |
2,622
-76
| -3% | -$15.6K | 0.17% | 131 |
|
|
2023
Q4 | $516K | Buy |
2,698
+479
| +22% | +$91.6K | 0.18% | 120 |
|
|
2023
Q3 | $380K | Buy |
2,219
+186
| +9% | +$31.9K | 0.15% | 144 |
|
|
2023
Q2 | $362K | Buy |
2,033
+337
| +20% | +$60.1K | 0.14% | 147 |
|
|
2023
Q1 | $311K | Buy |
+1,696
| New | +$311K | 0.14% | 150 |
|
|
2022
Q2 | – | Sell |
-9,571
| Closed | -$1.73M | – | 194 |
|
|
2022
Q1 | $1.73M | Buy |
9,571
+7,850
| +456% | +$1.42M | 0.58% | 36 |
|
|
2021
Q4 | $294K | Sell |
1,721
-15
| -0.9% | -$2.56K | 0.09% | 171 |
|
|
2021
Q3 | $285K | Buy |
1,736
+2
| +0.1% | +$328 | 0.09% | 181 |
|
|
2021
Q2 | $287K | Sell |
1,734
-8
| -0.5% | -$1.32K | 0.09% | 183 |
|
|
2021
Q1 | $279K | Sell |
1,742
-7,818
| -82% | -$1.25M | 0.1% | 173 |
|
|
2020
Q4 | $1.71M | Sell |
9,560
-259
| -3% | -$46.2K | 0.62% | 41 |
|
|
2020
Q3 | $1.74M | Sell |
9,819
-1,507
| -13% | -$267K | 0.69% | 32 |
|
|
2020
Q2 | $1.9M | Buy |
11,326
+2,425
| +27% | +$406K | 0.8% | 31 |
|
|
2020
Q1 | $1.32M | Sell |
8,901
-89
| -1% | -$13.2K | 0.74% | 35 |
|
|
2019
Q4 | $1.29M | Buy |
+8,990
| New | +$1.29M | 0.72% | 31 |
|