HERITAGE WEALTH MANAGEMENT, LLC – SPDR Gold Shares Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$597,000
portfolio value
HERITAGE 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 | Decrease | -5.78% | -237 shares | -93.18K | $154.67 | 3.86K |
| Q2 2022 | share | Increase | +3.41% | 135 shares | -25.81K | $168.46 | 4.09K |
| Q1 2022 | share | Increase | +130.62% | 2.24K shares | 434K | $180.65 | 3.96K |
| Q3 2021 | share | Increase | +6.11% | 99 shares | 14K | $164.22 | 1.71K |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $165.63 | 1.61K | |
| Q1 2021 | share | Increase | 0.00% | 1.61K shares | 259K | $159.96 | 1.61K |