Perigon Wealth Management’s VanEck Green Metals ETF GMET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,582
Closed -$389K 846
2023
Q3
$389K Sell
15,582
-1,144
-7% -$28.6K 0.02% 511
2023
Q2
$453K Sell
16,726
-4,889
-23% -$132K 0.02% 483
2023
Q1
$613K Sell
21,615
-458
-2% -$13K 0.03% 360
2022
Q4
$625K Sell
22,073
-4,370
-17% -$124K 0.04% 351
2022
Q3
$694K Buy
26,443
+5,036
+24% +$132K 0.06% 267
2022
Q2
$629K Buy
21,407
+6,285
+42% +$185K 0.05% 284
2022
Q1
$563K Buy
+15,122
New +$563K 0.04% 333