EP WEALTH ADVISORS, LLC – SPDR Gold Shares Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$1.72M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-8.19%
quarter
SPDR Gold Shares 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +68.99% | 4.54K shares | 613K | $154.67 | 11.13K |
| Q2 2022 | share | Decrease | -1.27% | -85 shares | -96K | $168.46 | 6.59K |
| Q1 2022 | share | Increase | +0.39% | 26 shares | 69K | $180.65 | 6.67K |
| Q4 2021 | share | Decrease | -3.85% | -266 shares | 1K | $169.8 | 6.65K |
| Q3 2021 | share | Increase | +2.25% | 152 shares | 16K | $164.22 | 6.91K |
| Q2 2021 | share | Decrease | -6.99% | -508 shares | -43K | $165.63 | 6.76K |
| Q1 2021 | share | Decrease | -7.35% | -577 shares | -237K | $159.96 | 7.27K |
| Q4 2020 | share | Increase | +22.79% | 1.45K shares | 268K | $178.36 | 7.84K |
| Q3 2020 | share | Increase | +31.98% | 1.54K shares | 321K | $177.12 | 6.39K |
| Q2 2020 | share | Decrease | -7.19% | -375 shares | 38K | $167.37 | 4.84K |
| Q1 2020 | share | Increase | +3.41% | 172 shares | 52K | $148.05 | 5.21K |
| Q4 2019 | share | Decrease | -7.85% | -430 shares | -39K | $142.9 | 5.04K |
| Q3 2019 | share | Increase | +12.54% | 610 shares | 112K | $138.87 | 5.47K |
| Q2 2019 | share | Decrease | -9.05% | -484 shares | -5K | $133.2 | 4.86K |
| Q1 2019 | share | Decrease | -83.09% | -26.28K shares | -3.18M | $122.01 | 5.35K |
| Q4 2018 | share | Decrease | -24.35% | -10.18K shares | -879K | $121.25 | 31.63K |
| Q3 2018 | share | Decrease | -0.59% | -248 shares | -276K | $112.76 | 41.81K |
| Q2 2018 | share | Decrease | -0.59% | -249 shares | -331K | $118.65 | 42.06K |
| Q1 2018 | share | Increase | +2484.67% | 40.67K shares | 5.12M | $125.79 | 42.31K |
| Q4 2017 | share | Decrease | -3.19% | -54 shares | -4K | $123.65 | 1.63K |
| Q3 2017 | share | Decrease | -13.01% | -253 shares | -23K | $121.58 | 1.69K |
| Q2 2017 | share | Increase | 0.00% | 1.94K shares | 229K | $118.02 | 1.94K |
| Q4 2016 | share | Decrease | -100.00% | -4.12K shares | -519K | $109.61 | 0 |
| Q3 2016 | share | Increase | 0.00% | 4.12K shares | 519K | $125.64 | 4.12K |
| Q2 2016 | share | Decrease | -100.00% | -4.15K shares | -489K | $126.47 | 0 |
| Q1 2016 | share | Decrease | -8.76% | -399 shares | 27K | $117.64 | 4.15K |