LWA
Lowe Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.56M | Buy |
49,141
+1,886
| +4% | +$98.2K | 1% | 15 |
|
2025
Q1 | $2.17M | Buy |
47,255
+1,512
| +3% | +$69.5K | 0.92% | 16 |
|
2024
Q4 | $1.55M | Sell |
45,743
-2,868
| -6% | -$97.3K | 0.66% | 17 |
|
2024
Q3 | $1.94M | Buy |
48,611
+3,434
| +8% | +$137K | 0.83% | 16 |
|
2024
Q2 | $1.53M | Buy |
45,177
+4,772
| +12% | +$162K | 0.7% | 16 |
|
2024
Q1 | $1.28M | Buy |
40,405
+4,985
| +14% | +$158K | 0.6% | 17 |
|
2023
Q4 | $1.1M | Buy |
35,420
+20,685
| +140% | +$641K | 0.54% | 19 |
|
2023
Q3 | $397K | Sell |
14,735
-625
| -4% | -$16.8K | 0.21% | 32 |
|
2023
Q2 | $462K | Buy |
15,360
+860
| +6% | +$25.9K | 0.23% | 32 |
|
2023
Q1 | $469K | Buy |
14,500
+13,000
| +867% | +$421K | 0.25% | 31 |
|
2022
Q4 | $43K | Hold |
1,500
| – | – | 0.02% | 112 |
|
2022
Q3 | $36K | Hold |
1,500
| – | – | 0.02% | 107 |
|
2022
Q2 | $41K | Sell |
1,500
-11,160
| -88% | -$305K | 0.02% | 100 |
|
2022
Q1 | $486K | Buy |
12,660
+11,160
| +744% | +$428K | 0.22% | 29 |
|
2021
Q4 | $48K | Hold |
1,500
| – | – | 0.02% | 101 |
|
2021
Q3 | $44K | Sell |
1,500
-11,370
| -88% | -$334K | 0.02% | 98 |
|
2021
Q2 | $437K | Sell |
12,870
-92,058
| -88% | -$3.13M | 0.21% | 27 |
|
2021
Q1 | $3.41M | Sell |
104,928
-1,325
| -1% | -$43.1K | 1.71% | 11 |
|
2020
Q4 | $3.83M | Buy |
106,253
+4,020
| +4% | +$145K | 1.94% | 11 |
|
2020
Q3 | $4M | Buy |
102,233
+3,350
| +3% | +$131K | 2.22% | 11 |
|
2020
Q2 | $3.63M | Buy |
98,883
+3,965
| +4% | +$145K | 2.14% | 12 |
|
2020
Q1 | $2.19M | Buy |
94,918
+11,588
| +14% | +$267K | 1.54% | 12 |
|
2019
Q4 | $2.44M | Buy |
83,330
+39,385
| +90% | +$1.15M | 1.36% | 16 |
|
2019
Q3 | $1.17M | Buy |
43,945
+2,960
| +7% | +$79.1K | 0.7% | 19 |
|
2019
Q2 | $1.05M | Buy |
40,985
+4,025
| +11% | +$103K | 0.63% | 21 |
|
2019
Q1 | $828K | Buy |
36,960
+7,865
| +27% | +$176K | 0.5% | 22 |
|
2018
Q4 | $614K | Buy |
29,095
+27,205
| +1,439% | +$574K | 0.42% | 21 |
|
2018
Q3 | $35K | Hold |
1,890
| – | – | 0.02% | 84 |
|
2018
Q2 | $42K | Buy |
1,890
+1,290
| +215% | +$28.7K | 0.03% | 69 |
|
2018
Q1 | $13K | Hold |
600
| – | – | 0.01% | 134 |
|
2017
Q4 | $14K | Hold |
600
| – | – | 0.01% | 139 |
|
2017
Q3 | $14K | Hold |
600
| – | – | 0.01% | 130 |
|
2017
Q2 | $13K | Hold |
600
| – | – | 0.01% | 120 |
|
2017
Q1 | $14K | Hold |
600
| – | – | 0.01% | 116 |
|
2016
Q4 | $13K | Hold |
600
| – | – | 0.01% | 124 |
|
2016
Q3 | $16K | Sell |
600
-700
| -54% | -$18.7K | 0.01% | 112 |
|
2016
Q2 | $36K | Hold |
1,300
| – | – | 0.02% | 66 |
|
2016
Q1 | $26K | Sell |
1,300
-370
| -22% | -$7.4K | 0.02% | 80 |
|
2015
Q4 | $23K | Hold |
1,670
| – | – | 0.02% | 78 |
|
2015
Q3 | $23K | Buy |
1,670
+1,070
| +178% | +$14.7K | 0.02% | 80 |
|
2015
Q2 | $11K | Hold |
600
| – | – | 0.01% | 134 |
|
2015
Q1 | $11K | Hold |
600
| – | – | 0.01% | 130 |
|
2014
Q4 | $11K | Buy |
+600
| New | +$11K | 0.01% | 124 |
|