IWA
IBEX Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-200
| Closed | -$6K | – | 277 |
|
2021
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 385 |
|
2020
Q4 | – | Sell |
-10,609
| Closed | -$415K | – | 104 |
|
2020
Q3 | $415K | Buy |
10,609
+363
| +4% | +$14.2K | 0.12% | 87 |
|
2020
Q2 | $375K | Buy |
10,246
+158
| +2% | +$5.78K | 0.12% | 89 |
|
2020
Q1 | $232K | Sell |
10,088
-17,680
| -64% | -$407K | 0.09% | 91 |
|
2019
Q4 | $813K | Buy |
+27,768
| New | +$813K | 0.25% | 87 |
|
2019
Q3 | – | Sell |
-675
| Closed | -$17K | – | 172 |
|
2019
Q2 | $17K | Buy |
+675
| New | +$17K | ﹤0.01% | 280 |
|