LEGACY WEALTH PLANNING, LLC – SPDR Gold Shares Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$810,000
portfolio value
LEGACY WEALTH PLANNING, 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 | -8.62% | -494 shares | -155K | $154.67 | 5.23K |
| Q2 2022 | share | Increase | +3.15% | 175 shares | -39K | $168.46 | 5.73K |
| Q1 2022 | share | 0.00% | 0 shares | 54K | $180.65 | 5.55K | |
| Q4 2021 | share | Increase | +68.01% | 2.24K shares | 407K | $169.8 | 5.55K |
| Q3 2021 | share | Increase | +13.21% | 386 shares | 59K | $164.22 | 3.30K |
| Q2 2021 | share | 0.00% | 0 shares | 17K | $165.63 | 2.92K | |
| Q1 2021 | share | Increase | +69.73% | 1.2K shares | 160K | $159.96 | 2.92K |
| Q4 2020 | share | Increase | +32.28% | 420 shares | 77K | $178.36 | 1.72K |
| Q3 2020 | share | 0.00% | 0 shares | 12K | $177.12 | 1.30K | |
| Q2 2020 | share | Increase | 0.00% | 1.30K shares | 218K | $167.37 | 1.30K |