PWAG
Polaris Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,712
| Closed | -$266K | – | 182 |
|
|
2022
Q3 | $266K | Sell |
1,712
-428
| -20% | -$66.5K | 0.02% | 142 |
|
|
2022
Q2 | $361K | Hold |
2,140
| – | – | 0.03% | 115 |
|
|
2022
Q1 | $386K | Hold |
2,140
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $366K | Hold |
2,140
| – | – | 0.02% | 143 |
|
|
2021
Q3 | $351K | Hold |
2,140
| – | – | 0.02% | 136 |
|
|
2021
Q2 | $356K | Hold |
2,140
| – | – | 0.02% | 131 |
|
|
2021
Q1 | $349K | Hold |
2,140
| – | – | 0.02% | 140 |
|
|
2020
Q4 | $371K | Buy |
+2,140
| New | +$371K | 0.03% | 144 |
|
|
2020
Q3 | – | Sell |
-1,235
| Closed | -$206K | – | 165 |
|
|
2020
Q2 | $206K | Sell |
1,235
-258
| -17% | -$43K | 0.02% | 138 |
|
|
2020
Q1 | $221K | Buy |
+1,493
| New | +$221K | 0.02% | 108 |
|
|
2018
Q4 | – | Sell |
-397
| Closed | -$45K | – | 267 |
|
|
2018
Q3 | $45K | Buy |
397
+395
| +19,750% | +$44.8K | ﹤0.01% | 256 |
|
|
2018
Q2 | $0 | Sell |
2
-980
| -100% | – | ﹤0.01% | 323 |
|
|
2018
Q1 | $124K | Buy |
+982
| New | +$124K | 0.01% | 159 |
|
|
2017
Q3 | – | Sell |
-73,988
| Closed | -$8.73M | – | 149 |
|
|
2017
Q2 | $8.73M | Buy |
73,988
+71,806
| +3,291% | +$8.47M | 0.99% | 42 |
|
|
2017
Q1 | $259K | Buy |
+2,182
| New | +$259K | 0.03% | 96 |
|
|
2015
Q1 | – | Sell |
-3,266
| Closed | -$371K | – | 82 |
|
|
2014
Q4 | $371K | Buy |
+3,266
| New | +$371K | 0.08% | 70 |
|