Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-176
| Closed | -$4.74K | – | 858 |
|
|
2023
Q3 | $4.74K | Hold |
176
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $5.3K | Hold |
176
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $5.69K | Hold |
176
| – | – | ﹤0.01% | 636 |
|
|
2022
Q4 | $5.04K | Hold |
176
| – | – | ﹤0.01% | 673 |
|
|
2022
Q3 | $4K | Sell |
176
-582
| -77% | -$13.2K | ﹤0.01% | 727 |
|
|
2022
Q2 | $21K | Buy |
758
+582
| +331% | +$16.1K | ﹤0.01% | 454 |
|
|
2022
Q1 | $7K | Hold |
176
| – | – | ﹤0.01% | 636 |
|
|
2021
Q4 | $6K | Hold |
176
| – | – | ﹤0.01% | 782 |
|
|
2021
Q3 | $5K | Sell |
176
-324
| -65% | -$9.21K | ﹤0.01% | 782 |
|
|
2021
Q2 | $17K | Sell |
500
-468
| -48% | -$15.9K | ﹤0.01% | 586 |
|
|
2021
Q1 | $31K | Buy |
968
+952
| +5,950% | +$30.5K | 0.01% | 454 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 823 |
|
|
2019
Q2 | – | Sell |
-900
| Closed | -$20K | – | 792 |
|
|
2019
Q1 | $20K | Buy |
900
+180
| +25% | +$4K | 0.01% | 466 |
|
|
2018
Q4 | $15K | Sell |
720
-202
| -22% | -$4.21K | 0.01% | 454 |
|
|
2018
Q3 | $17K | Sell |
922
-4,007
| -81% | -$73.9K | 0.01% | 443 |
|
|
2018
Q2 | $110K | Hold |
4,929
| – | – | 0.06% | 213 |
|
|
2018
Q1 | $108K | Sell |
4,929
-2,377
| -33% | -$52.1K | 0.06% | 220 |
|
|
2017
Q4 | $170K | Hold |
7,306
| – | – | 0.09% | 159 |
|
|
2017
Q3 | $168K | Buy |
7,306
+1,871
| +34% | +$43K | 0.1% | 149 |
|
|
2017
Q2 | $120K | Buy |
5,435
+26
| +0.5% | +$574 | 0.08% | 176 |
|
|
2017
Q1 | $123K | Buy |
5,409
+1,909
| +55% | +$43.4K | 0.07% | 177 |
|
|
2016
Q4 | $73K | Sell |
3,500
-1,750
| -33% | -$36.5K | 0.05% | 263 |
|
|
2016
Q3 | $139K | Buy |
5,250
+1,750
| +50% | +$46.3K | 0.09% | 156 |
|
|
2016
Q2 | $97K | Buy |
+3,500
| New | +$97K | 0.07% | 189 |
|