Financial Advocates Investment Management’s VanEck Steel ETF SLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,602
| Closed | -$367K | – | 766 |
|
|
2023
Q3 | $367K | Hold |
5,602
| – | – | 0.03% | 476 |
|
|
2023
Q2 | $358K | Sell |
5,602
-1,200
| -18% | -$76.8K | 0.03% | 473 |
|
|
2023
Q1 | $434K | Hold |
6,802
| – | – | 0.03% | 453 |
|
|
2022
Q4 | $393K | Hold |
6,802
| – | – | 0.03% | 492 |
|
|
2022
Q3 | $325K | Sell |
6,802
-6,773
| -50% | -$324K | 0.03% | 518 |
|
|
2022
Q2 | $672K | Sell |
13,575
-4,735
| -26% | -$234K | 0.05% | 334 |
|
|
2022
Q1 | $1.24M | Sell |
18,310
-10,471
| -36% | -$710K | 0.08% | 260 |
|
|
2021
Q4 | $1.53M | Buy |
+28,781
| New | +$1.53M | 0.1% | 239 |
|