SFA
Seneca Financial Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.11M | Hold |
21,226
| – | – | 0.43% | 34 |
|
2025
Q1 | $976K | Hold |
21,226
| – | – | 0.47% | 32 |
|
2024
Q4 | $720K | Sell |
21,226
-2,388
| -10% | -$81K | 0.36% | 33 |
|
2024
Q3 | $940K | Hold |
23,614
| – | – | 0.46% | 32 |
|
2024
Q2 | $801K | Hold |
23,614
| – | – | 0.42% | 34 |
|
2024
Q1 | $747K | Hold |
23,614
| – | – | 0.4% | 34 |
|
2023
Q4 | $732K | Buy |
23,614
+368
| +2% | +$11.4K | 0.42% | 33 |
|
2023
Q3 | $626K | Hold |
23,246
| – | – | 0.43% | 32 |
|
2023
Q2 | $700K | Sell |
23,246
-3,935
| -14% | -$118K | 0.46% | 31 |
|
2023
Q1 | $879K | Buy |
27,181
+8,459
| +45% | +$274K | 0.57% | 28 |
|
2022
Q4 | $537K | Sell |
18,722
-10,182
| -35% | -$292K | 0.34% | 29 |
|
2022
Q3 | $697K | Hold |
28,904
| – | – | 0.5% | 27 |
|
2022
Q2 | $791K | Hold |
28,904
| – | – | 0.53% | 28 |
|
2022
Q1 | $1.11M | Buy |
+28,904
| New | +$1.11M | 0.67% | 23 |
|
2021
Q4 | – | Sell |
-17,173
| Closed | -$506K | – | 48 |
|
2021
Q3 | $506K | Sell |
17,173
-100
| -0.6% | -$2.95K | 0.34% | 27 |
|
2021
Q2 | $587K | Sell |
17,273
-155
| -0.9% | -$5.27K | 0.38% | 28 |
|
2021
Q1 | $566K | Sell |
17,428
-2,700
| -13% | -$87.7K | 0.4% | 27 |
|
2020
Q4 | $725K | Buy |
+20,128
| New | +$725K | 0.55% | 24 |
|