Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Hold |
700
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $27.7K | Hold |
700
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $27.3K | Hold |
700
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $32.3K | Hold |
700
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $29.8K | Hold |
700
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $36K | Hold |
700
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $43.1K | Sell |
700
-13,230
| -95% | -$814K | 0.03% | 173 |
|
|
2023
Q3 | $924K | Sell |
13,930
-2,050
| -13% | -$136K | 0.59% | 29 |
|
|
2023
Q2 | $1.33M | Buy |
15,980
+480
| +3% | +$39.9K | 0.76% | 27 |
|
|
2023
Q1 | $1.26M | Hold |
15,500
| – | – | 0.73% | 29 |
|
|
2022
Q4 | $1.18M | Hold |
15,500
| – | – | 0.69% | 30 |
|
|
2022
Q3 | $1.29M | Buy |
15,500
+2,100
| +16% | +$175K | 0.79% | 26 |
|
|
2022
Q2 | $1.16M | Hold |
13,400
| – | – | 0.67% | 35 |
|
|
2022
Q1 | $1.59M | Hold |
13,400
| – | – | 0.8% | 25 |
|
|
2021
Q4 | $1.5M | Buy |
13,400
+100
| +0.8% | +$11.2K | 0.72% | 30 |
|
|
2021
Q3 | $1.37M | Buy |
13,300
+900
| +7% | +$92.9K | 0.76% | 26 |
|
|
2021
Q2 | $1.05M | Buy |
12,400
+400
| +3% | +$34K | 0.56% | 32 |
|
|
2021
Q1 | $900K | Buy |
12,000
+500
| +4% | +$37.5K | 0.52% | 40 |
|
|
2020
Q4 | $757K | Buy |
11,500
+100
| +0.9% | +$6.58K | 0.43% | 48 |
|
|
2020
Q3 | $430K | Buy |
+11,400
| New | +$430K | 0.26% | 58 |
|