SFA
Sequoia 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 | $1.18M | Sell |
22,684
-115
| -0.5% | -$5.99K | 0.01% | 630 |
|
2025
Q1 | $1.05M | Buy |
22,799
+3,820
| +20% | +$176K | 0.01% | 597 |
|
2024
Q4 | $644K | Buy |
+18,979
| New | +$644K | 0.01% | 721 |
|
2020
Q4 | – | Sell |
-9,225
| Closed | -$361K | – | 425 |
|
2020
Q3 | $361K | Sell |
9,225
-20,276
| -69% | -$793K | 0.02% | 269 |
|
2020
Q2 | $1.08M | Buy |
29,501
+20,704
| +235% | +$759K | 0.06% | 137 |
|
2020
Q1 | $203K | Hold |
8,797
| – | – | 0.02% | 329 |
|
2019
Q4 | $258K | Buy |
8,797
+1
| +0% | +$29 | 0.02% | 320 |
|
2019
Q3 | $235K | Hold |
8,796
| – | – | 0.02% | 319 |
|
2019
Q2 | $225K | Buy |
+8,796
| New | +$225K | 0.02% | 330 |
|