RPWA
Regent Peak Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,263
| Closed | -$864K | – | 170 |
|
|
2021
Q3 | $864K | Buy |
5,263
+403
| +8% | +$66.2K | 0.25% | 62 |
|
|
2021
Q2 | $825K | Buy |
4,860
+84
| +2% | +$14.3K | 0.23% | 68 |
|
|
2021
Q1 | $763K | Buy |
4,776
+4,353
| +1,029% | +$695K | 0.25% | 70 |
|
|
2020
Q4 | $75K | Buy |
+423
| New | +$75K | 0.03% | 250 |
|