BWM
BigSur Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
35,400
-5,580
| -14% | -$290K | 0.47% | 57 |
|
|
2025
Q1 | $1.88M | Buy |
40,980
+5,580
| +16% | +$257K | 0.51% | 54 |
|
|
2024
Q4 | $1.2M | Buy |
35,400
+24,400
| +222% | +$827K | 0.34% | 76 |
|
|
2024
Q3 | $438K | Hold |
11,000
| – | – | 0.12% | 123 |
|
|
2024
Q2 | $373K | Hold |
11,000
| – | – | 0.11% | 124 |
|
|
2024
Q1 | $348K | Buy |
+11,000
| New | +$348K | 0.11% | 121 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$26.9K | – | 118 |
|
|
2023
Q3 | $26.9K | Hold |
1,000
| – | – | 0.01% | 113 |
|
|
2023
Q2 | $30.1K | Buy |
+1,000
| New | +$30.1K | 0.01% | 121 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$27K | – | 126 |
|
|
2022
Q2 | $27K | Hold |
1,000
| – | – | 0.01% | 135 |
|
|
2022
Q1 | $38K | Hold |
1,000
| – | – | 0.01% | 139 |
|
|
2021
Q4 | $32K | Hold |
1,000
| – | – | 0.01% | 134 |
|
|
2021
Q3 | $29K | Hold |
1,000
| – | – | 0.01% | 123 |
|
|
2021
Q2 | $34K | Buy |
+1,000
| New | +$34K | 0.02% | 121 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$36K | – | 131 |
|
|
2020
Q4 | $36K | Hold |
1,000
| – | – | 0.02% | 109 |
|
|
2020
Q3 | $39K | Hold |
1,000
| – | – | 0.02% | 102 |
|
|
2020
Q2 | $37K | Buy |
+1,000
| New | +$37K | 0.03% | 102 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$29K | – | 115 |
|
|
2019
Q4 | $29K | Buy |
+1,000
| New | +$29K | 0.02% | 119 |
|