HCR Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,461
| Closed | -$646K | – | 197 |
|
|
2022
Q1 | $646K | Sell |
5,461
-5,700
| -51% | -$674K | 0.11% | 110 |
|
|
2021
Q4 | $1.25M | Sell |
11,161
-1,828
| -14% | -$205K | 0.19% | 90 |
|
|
2021
Q3 | $1.34M | Sell |
12,989
-3,607
| -22% | -$372K | 0.22% | 88 |
|
|
2021
Q2 | $1.41M | Buy |
16,596
+932
| +6% | +$79.2K | 0.24% | 82 |
|
|
2021
Q1 | $1.18M | Buy |
+15,664
| New | +$1.18M | 0.23% | 86 |
|