Baldwin Wealth Partners’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,190
| Closed | -$54.9K | – | 832 |
|
2024
Q3 | $54.9K | Hold |
1,190
| – | – | ﹤0.01% | 534 |
|
2024
Q2 | $50.6K | Hold |
1,190
| – | – | ﹤0.01% | 348 |
|
2024
Q1 | $61.1K | Hold |
1,190
| – | – | ﹤0.01% | 345 |
|
2023
Q4 | $73.2K | Hold |
1,190
| – | – | 0.01% | 318 |
|
2023
Q3 | $78.9K | Sell |
1,190
-28
| -2% | -$1.86K | 0.01% | 328 |
|
2023
Q2 | $101K | Hold |
1,218
| – | – | 0.01% | 319 |
|
2023
Q1 | $99.4K | Hold |
1,218
| – | – | 0.01% | 323 |
|
2022
Q4 | $92.8K | Hold |
1,218
| – | – | 0.01% | 324 |
|
2022
Q3 | $102K | Hold |
1,218
| – | – | 0.01% | 239 |
|
2022
Q2 | $106K | Buy |
1,218
+28
| +2% | +$2.44K | 0.01% | 249 |
|
2022
Q1 | $141K | Buy |
+1,190
| New | +$141K | 0.01% | 242 |
|