HWA
Heartwood Wealth Advisors’s VanEck Junior Gold Miners ETF GDXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9M | Buy |
649,506
+3,669
| +0.6% | +$248K | 4.58% | 5 |
|
|
2025
Q1 | $36.9M | Sell |
645,837
-92,552
| -13% | -$5.29M | 4.22% | 5 |
|
|
2024
Q4 | $31.6M | Buy |
738,389
+4,369
| +0.6% | +$187K | 3.55% | 9 |
|
|
2024
Q3 | $35.8M | Buy |
734,020
+3,975
| +0.5% | +$194K | 3.97% | 6 |
|
|
2024
Q2 | $30.7M | Buy |
730,045
+3,755
| +0.5% | +$158K | 3.68% | 9 |
|
|
2024
Q1 | $28.1M | Buy |
726,290
+73,743
| +11% | +$2.86M | 3.46% | 9 |
|
|
2023
Q4 | $24.7M | Buy |
652,547
+10,975
| +2% | +$416K | 3.29% | 8 |
|
|
2023
Q3 | $20.7M | Buy |
641,572
+10,004
| +2% | +$322K | 3.05% | 8 |
|
|
2023
Q2 | $22.5M | Buy |
631,568
+9,828
| +2% | +$350K | 3.19% | 8 |
|
|
2023
Q1 | $24.6M | Buy |
621,740
+15,091
| +2% | +$596K | 3.66% | 8 |
|
|
2022
Q4 | $21.6M | Sell |
606,649
-15,913
| -3% | -$567K | 3.39% | 8 |
|
|
2022
Q3 | $18.3M | Buy |
622,562
+612,461
| +6,063% | +$18M | 3.18% | 12 |
|
|
2022
Q2 | $323K | Buy |
10,101
+117
| +1% | +$3.74K | 0.05% | 93 |
|
|
2022
Q1 | $468K | Buy |
9,984
+1,975
| +25% | +$92.6K | 0.07% | 77 |
|
|
2021
Q4 | $336K | Sell |
8,009
-1,612
| -17% | -$67.6K | 0.05% | 82 |
|
|
2021
Q3 | $369K | Sell |
9,621
-249,084
| -96% | -$9.55M | 0.06% | 70 |
|
|
2021
Q2 | $12.1M | Buy |
258,705
+250,716
| +3,138% | +$11.7M | 1.86% | 19 |
|
|
2021
Q1 | $360K | Sell |
7,989
-3,134
| -28% | -$141K | 0.06% | 64 |
|
|
2020
Q4 | $603K | Sell |
11,123
-90
| -0.8% | -$4.88K | 0.1% | 46 |
|
|
2020
Q3 | $621K | Buy |
11,213
+814
| +8% | +$45.1K | 0.12% | 39 |
|
|
2020
Q2 | $516K | Buy |
10,399
+396
| +4% | +$19.7K | 0.1% | 40 |
|
|
2020
Q1 | $281K | Buy |
10,003
+1,252
| +14% | +$35.2K | 0.07% | 54 |
|
|
2019
Q4 | $370K | Buy |
+8,751
| New | +$370K | 0.07% | 63 |
|