AWA
Acorn Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,863
| Closed | -$509K | – | 162 |
|
|
2022
Q2 | $509K | Hold |
5,863
| – | – | 0.4% | 63 |
|
|
2022
Q1 | $694K | Buy |
5,863
+228
| +4% | +$27K | 0.48% | 45 |
|
|
2021
Q4 | $632K | Buy |
5,635
+636
| +13% | +$71.3K | 0.4% | 57 |
|
|
2021
Q3 | $516K | Buy |
4,999
+1,553
| +45% | +$160K | 0.36% | 67 |
|
|
2021
Q2 | $293K | Buy |
3,446
+417
| +14% | +$35.5K | 0.2% | 123 |
|
|
2021
Q1 | $227K | Buy |
+3,029
| New | +$227K | 0.16% | 143 |
|