SFWA
Summit Financial Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,600
| Closed | -$342K | – | 155 |
|
|
2024
Q3 | $342K | Hold |
8,600
| – | – | 0.06% | 108 |
|
|
2024
Q2 | $292K | Sell |
8,600
-1,800
| -17% | -$61.1K | 0.06% | 108 |
|
|
2024
Q1 | $329K | Sell |
10,400
-400
| -4% | -$12.6K | 0.07% | 97 |
|
|
2023
Q4 | $335K | Hold |
10,800
| – | – | 0.08% | 96 |
|
|
2023
Q3 | $309K | Sell |
10,800
-1,555
| -13% | -$44.5K | 0.08% | 92 |
|
|
2023
Q2 | $372K | Hold |
12,355
| – | – | 0.09% | 91 |
|
|
2023
Q1 | $400K | Sell |
12,355
-730
| -6% | -$23.6K | 0.09% | 90 |
|
|
2022
Q4 | $375K | Sell |
13,085
-6,100
| -32% | -$175K | 0.09% | 95 |
|
|
2022
Q3 | $476K | Sell |
19,185
-888
| -4% | -$22K | 0.14% | 75 |
|
|
2022
Q2 | $494K | Sell |
20,073
-2,550
| -11% | -$62.8K | 0.12% | 78 |
|
|
2022
Q1 | $868K | Sell |
22,623
-230
| -1% | -$8.83K | 0.18% | 58 |
|
|
2021
Q4 | $717K | Buy |
22,853
+1,895
| +9% | +$59.5K | 0.14% | 65 |
|
|
2021
Q3 | $618K | Hold |
20,958
| – | – | 0.14% | 70 |
|
|
2021
Q2 | $712K | Buy |
20,958
+11,908
| +132% | +$405K | 0.16% | 62 |
|
|
2021
Q1 | $326K | Sell |
9,050
-1,000
| -10% | -$36K | 0.08% | 82 |
|
|
2020
Q4 | $394K | Buy |
10,050
+3,000
| +43% | +$118K | 0.11% | 76 |
|
|
2020
Q3 | $272K | Buy |
+7,050
| New | +$272K | 0.07% | 98 |
|
|
2020
Q2 | – | Sell |
-10,045
| Closed | -$265K | – | 126 |
|
|
2020
Q1 | $265K | Sell |
10,045
-97,112
| -91% | -$2.56M | 0.08% | 98 |
|
|
2019
Q4 | $3.12M | Sell |
107,157
-6,075
| -5% | -$177K | 0.76% | 34 |
|
|
2019
Q3 | $3.05M | Sell |
113,232
-3,731
| -3% | -$101K | 0.75% | 36 |
|
|
2019
Q2 | $2.99M | Sell |
116,963
-11,747
| -9% | -$300K | 0.73% | 37 |
|
|
2019
Q1 | $2.84M | Buy |
+128,710
| New | +$2.84M | 0.75% | 41 |
|
|
2015
Q4 | – | Sell |
-175
| Closed | -$2K | – | 151 |
|
|
2015
Q3 | $2K | Hold |
175
| – | – | ﹤0.01% | 213 |
|
|
2015
Q2 | $3K | Hold |
175
| – | – | ﹤0.01% | 256 |
|
|
2015
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 218 |
|
|
2014
Q4 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 228 |
|