Perigon Wealth Management’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 | $491K | Sell |
9,428
-5,200
| -36% | -$271K | 0.01% | 676 |
|
|
2025
Q1 | $672K | Sell |
14,628
-4,208
| -22% | -$193K | 0.02% | 547 |
|
|
2024
Q4 | $690K | Buy |
18,836
+1,609
| +9% | +$58.9K | 0.02% | 545 |
|
|
2024
Q3 | $686K | Sell |
17,227
-5,718
| -25% | -$228K | 0.02% | 522 |
|
|
2024
Q2 | $779K | Sell |
22,945
-8,000
| -26% | -$271K | 0.02% | 433 |
|
|
2024
Q1 | $978K | Sell |
30,945
-5,324
| -15% | -$168K | 0.03% | 378 |
|
|
2023
Q4 | $1.12M | Buy |
36,269
+6,225
| +21% | +$193K | 0.04% | 318 |
|
|
2023
Q3 | $808K | Sell |
30,044
-16,253
| -35% | -$437K | 0.03% | 344 |
|
|
2023
Q2 | $1.39M | Buy |
46,297
+34,819
| +303% | +$1.05M | 0.05% | 256 |
|
|
2023
Q1 | $371K | Sell |
11,478
-11,870
| -51% | -$384K | 0.02% | 468 |
|
|
2022
Q4 | $669K | Sell |
23,348
-199
| -0.8% | -$5.7K | 0.04% | 340 |
|
|
2022
Q3 | $568K | Buy |
23,547
+2,000
| +9% | +$48.2K | 0.05% | 301 |
|
|
2022
Q2 | $590K | Buy |
21,547
+699
| +3% | +$19.1K | 0.05% | 296 |
|
|
2022
Q1 | $800K | Buy |
20,848
+11,770
| +130% | +$452K | 0.06% | 270 |
|
|
2021
Q4 | $291K | Buy |
9,078
+616
| +7% | +$19.7K | 0.02% | 461 |
|
|
2021
Q3 | $249K | Hold |
8,462
| – | – | 0.02% | 456 |
|
|
2021
Q2 | $288K | Sell |
8,462
-819
| -9% | -$27.9K | 0.03% | 409 |
|
|
2021
Q1 | $302K | Buy |
9,281
+1,430
| +18% | +$46.5K | 0.03% | 389 |
|
|
2020
Q4 | $283K | Buy |
7,851
+1,172
| +18% | +$42.2K | 0.03% | 338 |
|
|
2020
Q3 | $262K | Sell |
6,679
-983
| -13% | -$38.6K | 0.04% | 317 |
|
|
2020
Q2 | $281K | Sell |
7,662
-960
| -11% | -$35.2K | 0.04% | 276 |
|
|
2020
Q1 | $250K | Buy |
8,622
+1,600
| +23% | +$46.4K | 0.05% | 269 |
|
|
2019
Q4 | $205K | Sell |
7,022
-1,690
| -19% | -$49.3K | 0.04% | 248 |
|
|
2019
Q3 | $228K | Sell |
8,712
-9,358
| -52% | -$245K | 0.05% | 211 |
|
|
2019
Q2 | $462K | Buy |
+18,070
| New | +$462K | 0.11% | 135 |
|
|
2018
Q4 | – | Sell |
-14,340
| Closed | -$266K | – | 243 |
|
|
2018
Q3 | $266K | Sell |
14,340
-1,120
| -7% | -$20.8K | 0.07% | 188 |
|
|
2018
Q2 | $345K | Buy |
15,460
+1,140
| +8% | +$25.4K | 0.1% | 164 |
|
|
2018
Q1 | $315K | Buy |
+14,320
| New | +$315K | 0.12% | 120 |
|