CWM
Circle 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 |
-19,677
| Closed | -$667K | – | 220 |
|
|
2024
Q4 | $667K | Sell |
19,677
-4,299
| -18% | -$146K | 0.01% | 145 |
|
|
2024
Q3 | $955K | Hold |
23,976
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $814K | Hold |
23,976
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $758K | Hold |
23,976
| – | – | 0.02% | 117 |
|
|
2023
Q4 | $743K | Sell |
23,976
-16,136
| -40% | -$500K | 0.02% | 108 |
|
|
2023
Q3 | $1.08M | Buy |
+40,112
| New | +$1.08M | 0.03% | 81 |
|