CTWM
Cherry Tree 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 | $526K | Sell |
10,111
-400
| -4% | -$20.8K | 0.12% | 86 |
|
|
2025
Q1 | $483K | Sell |
10,511
-2,961
| -22% | -$136K | 0.12% | 90 |
|
|
2024
Q4 | $457K | Hold |
13,472
| – | – | 0.11% | 95 |
|
|
2024
Q3 | $536K | Hold |
13,472
| – | – | 0.13% | 89 |
|
|
2024
Q2 | $457K | Sell |
13,472
-696
| -5% | -$23.6K | 0.11% | 97 |
|
|
2024
Q1 | $448K | Hold |
14,168
| – | – | 0.11% | 95 |
|
|
2023
Q4 | $439K | Sell |
14,168
-1,500
| -10% | -$46.5K | 0.12% | 93 |
|
|
2023
Q3 | $422K | Sell |
15,668
-400
| -2% | -$10.8K | 0.12% | 89 |
|
|
2023
Q2 | $484K | Buy |
+16,068
| New | +$484K | 0.14% | 86 |
|