Patriot Financial Group Insurance Agency’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
+6,613
| New | +$344K | 0.04% | 376 |
|
|
2023
Q4 | – | Sell |
-72,785
| Closed | -$1.96M | – | 470 |
|
|
2023
Q3 | $1.96M | Sell |
72,785
-2,843
| -4% | -$76.5K | 0.41% | 52 |
|
|
2023
Q2 | $2.28M | Sell |
75,628
-1,341
| -2% | -$40.4K | 0.43% | 47 |
|
|
2023
Q1 | $2.49M | Buy |
+76,969
| New | +$2.49M | 0.5% | 40 |
|
|
2022
Q3 | – | Sell |
-82
| Closed | -$2K | – | 991 |
|
|
2022
Q2 | $2K | Buy |
82
+29
| +55% | +$707 | ﹤0.01% | 1756 |
|
|
2022
Q1 | $2K | Buy |
53
+12
| +29% | +$453 | ﹤0.01% | 1844 |
|
|
2021
Q4 | $1K | Sell |
41
-57
| -58% | -$1.39K | ﹤0.01% | 2033 |
|
|
2021
Q3 | $3K | Sell |
98
-85
| -46% | -$2.6K | ﹤0.01% | 1841 |
|
|
2021
Q2 | $6K | Buy |
183
+10
| +6% | +$328 | ﹤0.01% | 1588 |
|
|
2021
Q1 | $6K | Sell |
173
-66,265
| -100% | -$2.3M | ﹤0.01% | 1504 |
|
|
2020
Q4 | $2.39M | Sell |
66,438
-3,946
| -6% | -$142K | 0.6% | 21 |
|
|
2020
Q3 | $2.76M | Buy |
+70,384
| New | +$2.76M | 0.9% | 15 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$2K | – | 962 |
|
|
2017
Q4 | $2K | Sell |
100
-70
| -41% | -$1.4K | ﹤0.01% | 860 |
|
|
2017
Q3 | $4K | Sell |
170
-50
| -23% | -$1.18K | ﹤0.01% | 732 |
|
|
2017
Q2 | $5K | Hold |
220
| – | – | 0.01% | 670 |
|
|
2017
Q1 | $5K | Hold |
220
| – | – | 0.01% | 620 |
|
|
2016
Q4 | $5K | Buy |
+220
| New | +$5K | 0.01% | 564 |
|