OneDigital Investment Advisors’s Global X Gold Explorers ETF NEW GOEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,315
| Closed | -$206K | – | 744 |
|
|
2022
Q1 | $206K | Buy |
+6,315
| New | +$206K | 0.01% | 692 |
|
|
2021
Q3 | – | Sell |
-7,015
| Closed | -$217K | – | 759 |
|
|
2021
Q2 | $217K | Hold |
7,015
| – | – | 0.01% | 645 |
|
|
2021
Q1 | $205K | Hold |
7,015
| – | – | 0.01% | 608 |
|
|
2020
Q4 | $246K | Hold |
7,015
| – | – | 0.01% | 527 |
|
|
2020
Q3 | $246K | Hold |
7,015
| – | – | 0.02% | 483 |
|
|
2020
Q2 | $223K | Buy |
+7,015
| New | +$223K | 0.02% | 505 |
|
|
2019
Q3 | – | Sell |
-7,015
| Closed | -$165K | – | 764 |
|
|
2019
Q2 | $165K | Hold |
7,015
| – | – | 0.01% | 416 |
|
|
2019
Q1 | $148K | Hold |
7,015
| – | – | 0.02% | 317 |
|
|
2018
Q4 | $139K | Sell |
7,015
-1,500
| -18% | -$29.7K | 0.02% | 299 |
|
|
2018
Q3 | $159K | Hold |
8,515
| – | – | 0.04% | 209 |
|
|
2018
Q2 | $189K | Buy |
8,515
+800
| +10% | +$17.8K | 0.04% | 226 |
|
|
2018
Q1 | $166K | Buy |
7,715
+205
| +3% | +$4.41K | 0.04% | 250 |
|
|
2017
Q4 | $175K | Sell |
7,510
-585
| -7% | -$13.6K | 0.02% | 244 |
|
|
2017
Q3 | $186K | Hold |
8,095
| – | – | 0.07% | 154 |
|
|
2017
Q2 | $183K | Buy |
+8,095
| New | +$183K | 0.05% | 212 |
|