XCEL WEALTH MANAGEMENT, LLC – SPDR Gold Shares Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$436,000
portfolio value
XCEL 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 | Increase | +1.81% | 50 shares | -31K | $154.67 | 2.82K |
| Q2 2022 | share | 0.00% | 0 shares | -33K | $168.46 | 2.77K | |
| Q1 2022 | share | 0.00% | 0 shares | 26K | $180.65 | 2.77K | |
| Q4 2021 | share | Decrease | -0.72% | -20 shares | 16K | $169.8 | 2.77K |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $164.22 | 2.79K | |
| Q2 2021 | share | Increase | +0.72% | 20 shares | 19K | $165.63 | 2.79K |
| Q1 2021 | share | Increase | +1.84% | 50 shares | -42K | $159.96 | 2.77K |
| Q4 2020 | share | 0.00% | 0 shares | 4K | $178.36 | 2.72K | |
| Q3 2020 | share | Increase | 0.00% | 2.72K shares | 481K | $177.12 | 2.72K |