Carroll Financial Associates’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $19K | Sell |
631
-1,853
| -75% | -$59.1K | ﹤0.01% | 989 |
|
|
2021
Q3 | $73K | Sell |
2,484
-147
| -6% | -$4.79K | ﹤0.01% | 628 |
|
|
2021
Q2 | $89K | Buy |
2,631
+980
| +59% | +$35.8K | 0.01% | 615 |
|
|
2021
Q1 | $53K | Hold |
1,651
| – | – | ﹤0.01% | 755 |
|
|
2020
Q4 | $59K | Sell |
1,651
-69
| -4% | -$2.58K | ﹤0.01% | 658 |
|
|
2020
Q3 | $67K | Sell |
1,720
-2,413
| -58% | -$98.4K | 0.01% | 570 |
|
|
2020
Q2 | $151K | Buy |
4,133
+2,748
| +198% | +$90.4K | 0.01% | 381 |
|
|
2020
Q1 | $31K | Sell |
1,385
-100
| -7% | -$2.74K | ﹤0.01% | 691 |
|
|
2019
Q4 | $43K | Sell |
1,485
-6,873
| -82% | -$188K | ﹤0.01% | 683 |
|
|
2019
Q3 | $223K | Buy |
8,358
+7,461
| +832% | +$209K | 0.02% | 339 |
|
|
2019
Q2 | $22K | Buy |
897
+682
| +317% | +$15K | ﹤0.01% | 799 |
|
|
2019
Q1 | $4K | Hold |
215
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q4 | $4K | Hold |
215
| – | – | ﹤0.01% | 1082 |
|
|
2018
Q3 | $3K | Hold |
215
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q2 | $4K | Hold |
215
| – | – | ﹤0.01% | 1092 |
|
|
2018
Q1 | $4K | Hold |
215
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q4 | $4K | Hold |
215
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q3 | $4K | Sell |
215
-280
| -57% | -$6.46K | ﹤0.01% | 1019 |
|
|
2017
Q2 | $10K | Hold |
495
| – | – | ﹤0.01% | 830 |
|
|
2017
Q1 | $11K | Buy |
495
+280
| +130% | +$6.51K | ﹤0.01% | 797 |
|
|
2016
Q4 | $4K | Hold |
215
| – | – | ﹤0.01% | 972 |
|
|
2016
Q3 | $5K | Hold |
215
| – | – | ﹤0.01% | 941 |
|
|
2016
Q2 | $5K | Hold |
215
| – | – | ﹤0.01% | 923 |
|
|
2016
Q1 | $4K | Hold |
215
| – | – | ﹤0.01% | 936 |
|
|
2015
Q4 | $2K | Hold |
215
| – | – | ﹤0.01% | 989 |
|
|
2015
Q3 | $3K | Hold |
215
| – | – | ﹤0.01% | 927 |
|
|
2015
Q2 | $4K | Hold |
215
| – | – | ﹤0.01% | 888 |
|
|
2015
Q1 | $4K | Hold |
215
| – | – | ﹤0.01% | 656 |
|
|
2014
Q4 | $5K | Hold |
215
| – | – | ﹤0.01% | 578 |
|
|
2014
Q3 | $3K | Hold |
215
| – | – | ﹤0.01% | 707 |
|
|
2014
Q2 | $6K | Hold |
215
| – | – | ﹤0.01% | 672 |
|
|
2014
Q1 | $5K | Hold |
215
| – | – | ﹤0.01% | 647 |
|
|
2013
Q4 | $4K | Sell |
215
-600
| -74% | -$13.9K | ﹤0.01% | 638 |
|
|
2013
Q3 | $20K | Sell |
815
-2,200
| -73% | -$58.5K | 0.01% | 425 |
|
|
2013
Q2 | $73K | Buy |
+3,015
| New | +$88.1K | 0.04% | 190 |
|
Other funds holding GDX
Carroll Financial Associates's GDX Position: Q4 2021 in Review
Carroll Financial Associates reduced its VanEck Gold Miners ETF (GDX) stake by 75% in Q4 2021, selling an estimated $59.1K and leaving 631 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #989.
Carroll Financial Associates first reported a position in GDX in Q2 2013 and has held it in 35 quarters since. The position peaked at $223K in Q3 2019. 698 funds tracked by Wall St. Rank hold GDX as of Q4 2021.
- Carroll Financial Associates held 631 shares of VanEck Gold Miners ETF worth $19K as of Q4 2021.
- Carroll Financial Associates sold 1,853 VanEck Gold Miners ETF shares in Q4 2021, an estimated $59.1K.
- VanEck Gold Miners ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #989 holding.
- Carroll Financial Associates first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 35 quarters since.
- Carroll Financial Associates's VanEck Gold Miners ETF position peaked at $223K in Q3 2019.
- 698 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2021.
Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.