ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – SPDR Gold Shares Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$916,000
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | -82K | $154.67 | 5.92K | |
| Q2 2022 | share | Decrease | -41.47% | -4.2K shares | -831K | $168.46 | 5.92K |
| Q1 2022 | share | Increase | +32.80% | 2.50K shares | 526K | $180.65 | 10.12K |
| Q4 2021 | share | Increase | +82.22% | 3.44K shares | 616K | $169.8 | 7.62K |
| Q3 2021 | share | Decrease | -21.19% | -1.12K shares | -192K | $164.22 | 4.18K |
| Q2 2021 | share | Increase | +10.40% | 500 shares | 110K | $165.63 | 5.31K |
| Q1 2021 | share | Increase | +118.64% | 2.61K shares | 377K | $159.96 | 4.81K |
| Q4 2020 | share | Decrease | -10.20% | -250 shares | -41K | $178.36 | 2.2K |
| Q3 2020 | share | Increase | +4.26% | 100 shares | 40K | $177.12 | 2.45K |
| Q2 2020 | share | Increase | 0.00% | 2.35K shares | 393K | $167.37 | 2.35K |