EFS
Essex Financial 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 | $442K | Sell |
8,491
-560
| -6% | -$29.2K | 0.03% | 436 |
|
|
2025
Q1 | $416K | Buy |
9,051
+133
| +1% | +$6.11K | 0.03% | 420 |
|
|
2024
Q4 | $302K | Sell |
8,918
-827
| -8% | -$28K | 0.02% | 490 |
|
|
2024
Q3 | $430K | Buy |
9,745
+1,035
| +12% | +$45.6K | 0.03% | 411 |
|
|
2024
Q2 | $310K | Buy |
8,710
+1,283
| +17% | +$45.6K | 0.02% | 464 |
|
|
2024
Q1 | $235K | Sell |
7,427
-1,207
| -14% | -$38.2K | 0.02% | 472 |
|
|
2023
Q4 | $268K | Sell |
8,634
-862
| -9% | -$26.7K | 0.03% | 420 |
|
|
2023
Q3 | $256K | Sell |
9,496
-2,770
| -23% | -$74.5K | 0.03% | 398 |
|
|
2023
Q2 | $369K | Sell |
12,266
-5,993
| -33% | -$180K | 0.04% | 328 |
|
|
2023
Q1 | $591K | Buy |
18,259
+8,343
| +84% | +$270K | 0.06% | 261 |
|
|
2022
Q4 | $284K | Buy |
9,916
+714
| +8% | +$20.4K | 0.03% | 374 |
|
|
2022
Q3 | $222K | Sell |
9,202
-7,751
| -46% | -$187K | 0.03% | 411 |
|
|
2022
Q2 | $464K | Buy |
16,953
+220
| +1% | +$6.02K | 0.05% | 283 |
|
|
2022
Q1 | $642K | Buy |
16,733
+640
| +4% | +$24.6K | 0.06% | 251 |
|
|
2021
Q4 | $515K | Sell |
16,093
-9,628
| -37% | -$308K | 0.05% | 279 |
|
|
2021
Q3 | $758K | Sell |
25,721
-7,094
| -22% | -$209K | 0.09% | 219 |
|
|
2021
Q2 | $1.12M | Buy |
+32,815
| New | +$1.12M | 0.16% | 135 |
|
|
2021
Q1 | – | Sell |
-7,925
| Closed | -$285K | – | 356 |
|
|
2020
Q4 | $285K | Buy |
7,925
+2,775
| +54% | +$99.8K | 0.06% | 249 |
|
|
2020
Q3 | $202K | Buy |
+5,150
| New | +$202K | 0.05% | 265 |
|
|
2017
Q3 | – | Sell |
-32,126
| Closed | -$709K | – | 298 |
|
|
2017
Q2 | $709K | Hold |
32,126
| – | – | 0.15% | 149 |
|
|
2017
Q1 | $733K | Buy |
32,126
+8,300
| +35% | +$189K | 0.17% | 133 |
|
|
2016
Q4 | $498K | Sell |
23,826
-400
| -2% | -$8.36K | 0.11% | 175 |
|
|
2016
Q3 | $640K | Hold |
24,226
| – | – | 0.15% | 142 |
|
|
2016
Q2 | $671K | Buy |
+24,226
| New | +$671K | 0.16% | 138 |
|