Capstone Wealth Management Group (Pennsylvania)’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,065
| Closed | -$240K | – | 74 |
|
2024
Q2 | $240K | Sell |
7,065
-2,636
| -27% | -$89.4K | 0.16% | 64 |
|
2024
Q1 | $307K | Sell |
9,701
-30,455
| -76% | -$963K | 0.22% | 63 |
|
2023
Q4 | $1.25M | Buy |
40,156
+3,382
| +9% | +$105K | 1.18% | 22 |
|
2023
Q3 | $990K | Buy |
36,774
+4,133
| +13% | +$111K | 1.02% | 26 |
|
2023
Q2 | $983K | Buy |
32,641
+8,840
| +37% | +$266K | 1.01% | 26 |
|
2023
Q1 | $770K | Buy |
+23,801
| New | +$770K | 0.85% | 24 |
|