SUMMIT FINANCIAL WEALTH ADVISORS, LLC – SPDR Gold Shares Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$566,000
portfolio value
SUMMIT FINANCIAL 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 | Decrease | -3.43% | -130 shares | -40K | $154.67 | 3.65K |
| Q2 2022 | share | Increase | +2.99% | 110 shares | -58K | $168.46 | 3.78K |
| Q1 2022 | share | Decrease | -4.94% | -191 shares | 8K | $180.65 | 3.67K |
| Q4 2021 | share | Decrease | -17.39% | -814 shares | -113K | $169.8 | 3.86K |
| Q3 2021 | share | Increase | +3.88% | 175 shares | 23K | $164.22 | 4.68K |
| Q2 2021 | share | Increase | +27.73% | 978 shares | 117K | $165.63 | 4.50K |
| Q1 2021 | share | Increase | +33.25% | 880 shares | 160K | $159.96 | 3.52K |
| Q4 2020 | share | Decrease | -24.95% | -880 shares | -158K | $178.36 | 2.64K |
| Q3 2020 | share | Increase | +74.43% | 1.50K shares | 283K | $177.12 | 3.52K |
| Q2 2020 | share | Decrease | -40.51% | -1.37K shares | -189K | $167.37 | 2.02K |
| Q1 2020 | share | Decrease | -25.44% | -1.16K shares | -146K | $148.05 | 3.39K |
| Q4 2019 | share | 0.00% | 0 shares | 41K | $142.9 | 4.55K | |
| Q3 2019 | share | Increase | +65.84% | 1.81K shares | 272K | $138.87 | 4.55K |
| Q2 2019 | share | Increase | +36.49% | 735 shares | 121K | $133.2 | 2.74K |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $122.01 | 2.01K | |
| Q4 2018 | share | Decrease | -1.76% | -36 shares | 7K | $121.25 | 2.01K |
| Q3 2018 | share | Decrease | -8.73% | -196 shares | -46K | $112.76 | 2.05K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $118.65 | 2.24K | |
| Q1 2018 | share | Increase | +3.45% | 75 shares | 15K | $125.79 | 2.24K |
| Q4 2017 | share | Decrease | -3.34% | -75 shares | -5K | $123.65 | 2.17K |
| Q3 2017 | share | Decrease | -16.57% | -446 shares | -45K | $121.58 | 2.24K |
| Q2 2017 | share | 0.00% | 0 shares | -2K | $118.02 | 2.69K | |
| Q1 2017 | share | 0.00% | 0 shares | 25K | $118.72 | 2.69K | |
| Q4 2016 | share | Decrease | -4.78% | -135 shares | -60K | $109.61 | 2.69K |
| Q3 2016 | share | Increase | +0.35% | 10 shares | -1K | $125.64 | 2.82K |
| Q2 2016 | share | Increase | 0.00% | 2.81K shares | 356K | $126.47 | 2.81K |