HCR Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
5,890
-2,710
| -32% | -$141K | 0.04% | 184 |
|
|
2025
Q1 | $395K | Sell |
8,600
-359
| -4% | -$16.5K | 0.05% | 162 |
|
|
2024
Q4 | $304K | Sell |
8,959
-654
| -7% | -$22.2K | 0.04% | 179 |
|
|
2024
Q3 | $383K | Sell |
9,613
-71
| -0.7% | -$2.83K | 0.05% | 162 |
|
|
2024
Q2 | $329K | Sell |
9,684
-552
| -5% | -$18.7K | 0.05% | 164 |
|
|
2024
Q1 | $324K | Sell |
10,236
-1,732
| -14% | -$54.8K | 0.05% | 162 |
|
|
2023
Q4 | $371K | Buy |
11,968
+803
| +7% | +$24.9K | 0.06% | 141 |
|
|
2023
Q3 | $300K | Sell |
11,165
-8,102
| -42% | -$218K | 0.07% | 129 |
|
|
2023
Q2 | $580K | Sell |
19,267
-913
| -5% | -$27.5K | 0.11% | 106 |
|
|
2023
Q1 | $653K | Sell |
20,180
-885
| -4% | -$28.6K | 0.13% | 99 |
|
|
2022
Q4 | $604K | Sell |
21,065
-6,788
| -24% | -$195K | 0.13% | 100 |
|
|
2022
Q3 | $672K | Sell |
27,853
-1,505
| -5% | -$36.3K | 0.14% | 94 |
|
|
2022
Q2 | $804K | Buy |
29,358
+179
| +0.6% | +$4.9K | 0.16% | 89 |
|
|
2022
Q1 | $1.12M | Sell |
29,179
-797
| -3% | -$30.6K | 0.18% | 87 |
|
|
2021
Q4 | $960K | Sell |
29,976
-4,339
| -13% | -$139K | 0.15% | 104 |
|
|
2021
Q3 | $1.01M | Sell |
34,315
-2,152
| -6% | -$63.4K | 0.17% | 100 |
|
|
2021
Q2 | $1.24M | Sell |
36,467
-5,346
| -13% | -$182K | 0.22% | 89 |
|
|
2021
Q1 | $1.36M | Buy |
+41,813
| New | +$1.36M | 0.27% | 80 |
|