TWA
TCI Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-242
| Closed | -$8.37K | – | 2569 |
|
|
2022
Q4 | $8.37K | Buy |
+242
| New | +$8.37K | ﹤0.01% | 1196 |
|
|
2022
Q3 | – | Sell |
-947
| Closed | -$32K | – | 2398 |
|
|
2022
Q2 | $32K | Sell |
947
-553
| -37% | -$18.7K | ﹤0.01% | 485 |
|
|
2022
Q1 | $55K | Buy |
+1,500
| New | +$55K | 0.01% | 381 |
|
|
2020
Q1 | – | Sell |
-857
| Closed | -$12K | – | 1591 |
|
|
2019
Q4 | $12K | Buy |
+857
| New | +$12K | ﹤0.01% | 665 |
|
|
2019
Q1 | – | Sell |
-92
| Closed | -$1K | – | 1455 |
|
|
2018
Q4 | $1K | Sell |
92
-658
| -88% | -$7.15K | ﹤0.01% | 1215 |
|
|
2018
Q3 | $9K | Sell |
750
-500
| -40% | -$6K | ﹤0.01% | 648 |
|
|
2018
Q2 | $15K | Hold |
1,250
| – | – | 0.01% | 549 |
|
|
2018
Q1 | $16K | Buy |
1,250
+370
| +42% | +$4.74K | 0.01% | 525 |
|
|
2017
Q4 | $11K | Hold |
880
| – | – | ﹤0.01% | 606 |
|
|
2017
Q3 | $11K | Buy |
880
+750
| +577% | +$9.38K | 0.01% | 573 |
|
|
2017
Q2 | $2K | Hold |
130
| – | – | ﹤0.01% | 987 |
|
|
2017
Q1 | $2K | Hold |
130
| – | – | ﹤0.01% | 939 |
|
|
2016
Q4 | $1K | Hold |
130
| – | – | ﹤0.01% | 1171 |
|
|
2016
Q3 | $2K | Hold |
130
| – | – | ﹤0.01% | 973 |
|
|
2016
Q2 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 938 |
|
|
2015
Q4 | – | Sell |
-1,712
| Closed | -$18K | – | 1049 |
|
|
2015
Q3 | $18K | Buy |
+1,712
| New | +$18K | 0.01% | 415 |
|