CWM
Cadence 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
Q1 | – | Sell |
-568,184
| Closed | -$19.3M | – | 46 |
|
|
2024
Q4 | $19.3M | Buy |
+568,184
| New | +$19.3M | 12.76% | 2 |
|
|
2024
Q3 | – | Sell |
-628,558
| Closed | -$21.3M | – | 46 |
|
|
2024
Q2 | $21.3M | Buy |
+628,558
| New | +$21.3M | 14.91% | 2 |
|
|
2024
Q1 | – | Sell |
-656,151
| Closed | -$20.3M | – | 43 |
|
|
2023
Q4 | $20.3M | Buy |
656,151
+33,078
| +5% | +$1.03M | 15.97% | 2 |
|
|
2023
Q3 | $16.8M | Buy |
+623,073
| New | +$16.8M | 13.93% | 2 |
|
|
2023
Q1 | – | Sell |
-617,285
| Closed | -$17.7M | – | 32 |
|
|
2022
Q4 | $17.7M | Sell |
617,285
-35,466
| -5% | -$1.02M | 15.17% | 2 |
|
|
2022
Q3 | $15.7M | Buy |
+652,751
| New | +$15.7M | 14.79% | 3 |
|
|
2021
Q3 | – | Sell |
-432,124
| Closed | -$14.7M | – | 35 |
|
|
2021
Q2 | $14.7M | Sell |
432,124
-13,450
| -3% | -$457K | 12.4% | 3 |
|
|
2021
Q1 | $14.5M | Buy |
+445,574
| New | +$14.5M | 13.09% | 2 |
|