Summit Financial Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $868K | Sell |
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|
2021
Q4 | $717K | Buy |
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|
2021
Q3 | $618K | Hold |
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|
2021
Q2 | $712K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $3.12M | Sell |
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|
2019
Q3 | $3.05M | Sell |
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|
2019
Q2 | $2.99M | Sell |
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|
2019
Q1 | $2.84M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2K | Hold |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $3K | Buy |
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