SWM
Selective Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-443
| Closed | -$11K | – | 344 |
|
2022
Q3 | $11K | Hold |
443
| – | – | ﹤0.01% | 505 |
|
2022
Q2 | $12K | Hold |
443
| – | – | ﹤0.01% | 538 |
|
2022
Q1 | $17K | Hold |
443
| – | – | 0.01% | 469 |
|
2021
Q4 | $14K | Hold |
443
| – | – | 0.01% | 447 |
|
2021
Q3 | $13K | Hold |
443
| – | – | 0.01% | 402 |
|
2021
Q2 | $15K | Hold |
443
| – | – | 0.01% | 301 |
|
2021
Q1 | $14K | Sell |
443
-30
| -6% | -$948 | 0.01% | 220 |
|
2020
Q4 | $17K | Buy |
473
+30
| +7% | +$1.08K | 0.01% | 198 |
|
2020
Q3 | $17K | Hold |
443
| – | – | 0.01% | 167 |
|
2020
Q2 | $16K | Sell |
443
-300
| -40% | -$10.8K | 0.01% | 196 |
|
2020
Q1 | $17K | Sell |
743
-212
| -22% | -$4.85K | 0.03% | 120 |
|
2019
Q4 | $28K | Hold |
955
| – | – | 0.03% | 98 |
|
2019
Q3 | $26K | Buy |
+955
| New | +$26K | 0.04% | 103 |
|
2018
Q3 | $37K | Buy |
+1,983
| New | +$37K | 0.44% | 41 |
|