IFP Advisors’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-165
| Closed | -$3.42K | – | 3164 |
|
|
2023
Q3 | $3.42K | Hold |
165
| – | – | ﹤0.01% | 2656 |
|
|
2023
Q2 | $4.01K | Sell |
165
-45,668
| -100% | -$1.11M | ﹤0.01% | 2623 |
|
|
2023
Q1 | $1.19M | Buy |
45,833
+8,324
| +22% | +$217K | 0.05% | 337 |
|
|
2022
Q4 | $979K | Sell |
37,509
-17,187
| -31% | -$449K | 0.03% | 629 |
|
|
2022
Q3 | $1.43M | Buy |
54,696
+4,183
| +8% | +$109K | 0.04% | 515 |
|
|
2022
Q2 | $1.32M | Hold |
50,513
| – | – | 0.04% | 488 |
|
|
2022
Q1 | $1.32M | Buy |
+50,513
| New | +$1.32M | 0.04% | 488 |
|