Peak Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,963
| Closed | -$1.37M | – | 69 |
|
|
2022
Q4 | $1.37M | Sell |
17,963
-4,487
| -20% | -$342K | 1.25% | 29 |
|
|
2022
Q3 | $1.87M | Sell |
22,450
-629
| -3% | -$52.4K | 2.3% | 15 |
|
|
2022
Q2 | $2M | Sell |
23,079
-105
| -0.5% | -$9.11K | 1.98% | 13 |
|
|
2022
Q1 | $2.74M | Buy |
23,184
+1,734
| +8% | +$205K | 2.35% | 11 |
|
|
2021
Q4 | $2.41M | Buy |
21,450
+724
| +3% | +$81.2K | 1.85% | 19 |
|
|
2021
Q3 | $2.14M | Sell |
20,726
-831
| -4% | -$85.8K | 1.88% | 17 |
|
|
2021
Q2 | $1.83M | Sell |
21,557
-3,278
| -13% | -$278K | 1.57% | 21 |
|
|
2021
Q1 | $1.86M | Buy |
24,835
+733
| +3% | +$55K | 1.57% | 22 |
|
|
2020
Q4 | $1.59M | Buy |
+24,102
| New | +$1.59M | 1.37% | 29 |
|