CPA
Clear Perspective Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $496K | Buy |
15,488
+53
| +0.3% | +$1.7K | 0.15% | 102 |
|
|
2021
Q3 | $455K | Buy |
15,435
+200
| +1% | +$5.9K | 0.16% | 96 |
|
|
2021
Q2 | $518K | Buy |
15,235
+940
| +7% | +$32K | 0.18% | 87 |
|
|
2021
Q1 | $465K | Buy |
14,295
+350
| +3% | +$11.4K | 0.18% | 89 |
|
|
2020
Q4 | $502K | Buy |
+13,945
| New | +$502K | 0.21% | 86 |
|
|
2019
Q4 | – | Sell |
-14,000
| Closed | -$358K | – | 137 |
|
|
2019
Q3 | $358K | Hold |
14,000
| – | – | 0.16% | 103 |
|
|
2019
Q2 | $358K | Hold |
14,000
| – | – | 0.23% | 97 |
|
|
2019
Q1 | $314K | Hold |
14,000
| – | – | 0.22% | 105 |
|
|
2018
Q4 | $295K | Sell |
14,000
-8,000
| -36% | -$169K | 0.25% | 101 |
|
|
2018
Q3 | $407K | Hold |
22,000
| – | – | 0.3% | 97 |
|
|
2018
Q2 | $491K | Hold |
22,000
| – | – | 0.34% | 82 |
|
|
2018
Q1 | $484K | Hold |
22,000
| – | – | 0.36% | 78 |
|
|
2017
Q4 | $511K | Buy |
22,000
+12,000
| +120% | +$279K | 0.39% | 75 |
|
|
2017
Q3 | $230K | Hold |
10,000
| – | – | 0.19% | 122 |
|
|
2017
Q2 | $221K | Buy |
+10,000
| New | +$221K | 0.19% | 118 |
|