SWP
Summit Wealth Partners’s VanEck Junior Gold Miners ETF GDXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,798
| Closed | -$365K | – | 172 |
|
|
2022
Q1 | $365K | Sell |
7,798
-317
| -4% | -$14.9K | 0.08% | 115 |
|
|
2021
Q4 | $340K | Sell |
8,115
-2,475
| -23% | -$104K | 0.07% | 118 |
|
|
2021
Q3 | $406K | Sell |
10,590
-3,470
| -25% | -$133K | 0.1% | 102 |
|
|
2021
Q2 | $657K | Sell |
14,060
-2,819
| -17% | -$132K | 0.16% | 79 |
|
|
2021
Q1 | $760K | Sell |
16,879
-6,668
| -28% | -$300K | 0.19% | 64 |
|
|
2020
Q4 | $1.28M | Buy |
23,547
+1,078
| +5% | +$58.5K | 0.35% | 46 |
|
|
2020
Q3 | $1.24M | Buy |
22,469
+8,098
| +56% | +$448K | 0.37% | 47 |
|
|
2020
Q2 | $713K | Buy |
+14,371
| New | +$713K | 0.23% | 69 |
|