CWS
Confluence Wealth Services’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
8,383
| – | – | 0.02% | 262 |
|
|
2025
Q1 | $409K | Hold |
8,383
| – | – | 0.03% | 254 |
|
|
2024
Q4 | $314K | Sell |
8,383
-35
| -0.4% | -$1.31K | 0.02% | 271 |
|
|
2024
Q3 | $335K | Hold |
8,418
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $286K | Sell |
8,418
-505
| -6% | -$17.1K | 0.02% | 304 |
|
|
2024
Q1 | $282K | Sell |
8,923
-850
| -9% | -$26.9K | 0.02% | 276 |
|
|
2023
Q4 | $303K | Hold |
9,773
| – | – | 0.03% | 235 |
|
|
2023
Q3 | $263K | Hold |
9,773
| – | – | 0.05% | 221 |
|
|
2023
Q2 | $294K | Hold |
9,773
| – | – | 0.06% | 214 |
|
|
2023
Q1 | $316K | Sell |
9,773
-125
| -1% | -$4.04K | 0.07% | 185 |
|
|
2022
Q4 | $284K | Hold |
9,898
| – | – | 0.07% | 190 |
|
|
2022
Q3 | $238K | Sell |
9,898
-350
| -3% | -$8.42K | 0.1% | 196 |
|
|
2022
Q2 | $272K | Sell |
10,248
-300
| -3% | -$7.96K | 0.12% | 210 |
|
|
2022
Q1 | $404K | Hold |
10,548
| – | – | 0.15% | 161 |
|
|
2021
Q4 | $337K | Buy |
+10,548
| New | +$337K | 0.11% | 176 |
|