CA
CapWealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,479
| Closed | -$66K | – | 152 |
|
|
2016
Q3 | $66K | Buy |
2,479
+143
| +6% | +$3.81K | 0.02% | 128 |
|
|
2016
Q2 | $65K | Sell |
2,336
-700
| -23% | -$19.5K | 0.02% | 128 |
|
|
2016
Q1 | $61K | Hold |
3,036
| – | – | 0.02% | 126 |
|
|
2015
Q4 | $42K | Sell |
3,036
-2,551
| -46% | -$35.3K | 0.01% | 126 |
|
|
2015
Q3 | $77K | Sell |
5,587
-544
| -9% | -$7.5K | 0.02% | 107 |
|
|
2015
Q2 | $109K | Sell |
6,131
-500
| -8% | -$8.89K | 0.03% | 99 |
|
|
2015
Q1 | $121K | Buy |
+6,631
| New | +$121K | 0.03% | 97 |
|
|
2014
Q4 | – | Sell |
-6,912
| Closed | -$148K | – | 163 |
|
|
2014
Q3 | $148K | Buy |
6,912
+1,100
| +19% | +$23.6K | 0.03% | 92 |
|
|
2014
Q2 | $154K | Buy |
5,812
+3,587
| +161% | +$95K | 0.04% | 91 |
|
|
2014
Q1 | $53K | Hold |
2,225
| – | – | 0.01% | 127 |
|
|
2013
Q4 | $47K | Sell |
2,225
-507
| -19% | -$10.7K | 0.01% | 143 |
|
|
2013
Q3 | $68K | Hold |
2,732
| – | – | 0.02% | 130 |
|
|
2013
Q2 | $67K | Buy |
+2,732
| New | +$67K | 0.02% | 133 |
|