SWP
Summit Wealth Partners’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 |
-8,621
| Closed | -$343K | – | 213 |
|
|
2024
Q3 | $343K | Buy |
8,621
+298
| +4% | +$11.9K | 0.07% | 179 |
|
|
2024
Q2 | $282K | Buy |
+8,323
| New | +$282K | 0.06% | 187 |
|
|
2022
Q2 | – | Sell |
-8,815
| Closed | -$338K | – | 171 |
|
|
2022
Q1 | $338K | Sell |
8,815
-524
| -6% | -$20.1K | 0.08% | 119 |
|
|
2021
Q4 | $299K | Sell |
9,339
-3,393
| -27% | -$109K | 0.06% | 129 |
|
|
2021
Q3 | $375K | Sell |
12,732
-4,879
| -28% | -$144K | 0.09% | 107 |
|
|
2021
Q2 | $598K | Sell |
17,611
-4,983
| -22% | -$169K | 0.14% | 85 |
|
|
2021
Q1 | $734K | Sell |
22,594
-8,457
| -27% | -$275K | 0.19% | 68 |
|
|
2020
Q4 | $1.12M | Buy |
31,051
+433
| +1% | +$15.6K | 0.3% | 51 |
|
|
2020
Q3 | $1.2M | Buy |
30,618
+12,456
| +69% | +$488K | 0.36% | 50 |
|
|
2020
Q2 | $666K | Buy |
+18,162
| New | +$666K | 0.22% | 72 |
|