Steward Partners Investment Advisory’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.1K | Buy |
2,392
+1,874
| +362% | +$76K | ﹤0.01% | 2132 |
|
|
2025
Q1 | $20.5K | Hold |
518
| – | – | ﹤0.01% | 2796 |
|
|
2024
Q4 | $20.2K | Hold |
518
| – | – | ﹤0.01% | 2792 |
|
|
2024
Q3 | $23.9K | Buy |
518
+200
| +63% | +$9.22K | ﹤0.01% | 2580 |
|
|
2024
Q2 | $13.5K | Hold |
318
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q1 | $16.3K | Hold |
318
| – | – | ﹤0.01% | 2598 |
|
|
2023
Q4 | $19.6K | Sell |
318
-260
| -45% | -$16K | ﹤0.01% | 2416 |
|
|
2023
Q3 | $38.3K | Buy |
578
+25
| +5% | +$1.66K | ﹤0.01% | 2032 |
|
|
2023
Q2 | $46K | Hold |
553
| – | – | ﹤0.01% | 1923 |
|
|
2023
Q1 | $45.1K | Sell |
553
-56
| -9% | -$4.57K | ﹤0.01% | 1899 |
|
|
2022
Q4 | $46.4K | Sell |
609
-30
| -5% | -$2.29K | ﹤0.01% | 1866 |
|
|
2022
Q3 | $53K | Hold |
639
| – | – | ﹤0.01% | 1757 |
|
|
2022
Q2 | $55K | Buy |
639
+520
| +437% | +$44.8K | ﹤0.01% | 1762 |
|
|
2022
Q1 | $14K | Hold |
119
| – | – | ﹤0.01% | 2531 |
|
|
2021
Q4 | $13K | Hold |
119
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q3 | $12K | Buy |
+119
| New | +$12K | ﹤0.01% | 2552 |
|
|
2021
Q2 | – | Sell |
-553
| Closed | -$41.5K | – | 7339 |
|
|
2021
Q1 | $41.5K | Buy |
+553
| New | +$41.5K | ﹤0.01% | 2079 |
|
|
2017
Q3 | – | Sell |
-17
| Closed | – | – | 1743 |
|
|
2017
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1682 |
|
|
2017
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 1554 |
|
|
2016
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 887 |
|