United Capital Financial Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-76,509
| Closed | -$2.06M | – | 1080 |
|
|
2023
Q3 | $2.06M | Sell |
76,509
-6,891
| -8% | -$185K | 0.01% | 421 |
|
|
2023
Q2 | $2.51M | Sell |
83,400
-19,370
| -19% | -$583K | 0.01% | 410 |
|
|
2023
Q1 | $3.32M | Sell |
102,770
-1,044
| -1% | -$33.8K | 0.02% | 372 |
|
|
2022
Q4 | $2.98M | Sell |
103,814
-2,690
| -3% | -$77.1K | 0.02% | 407 |
|
|
2022
Q3 | $2.57M | Sell |
106,504
-6,416
| -6% | -$155K | 0.02% | 430 |
|
|
2022
Q2 | $3.09M | Sell |
112,920
-3,894
| -3% | -$107K | 0.02% | 409 |
|
|
2022
Q1 | $4.48M | Sell |
116,814
-1,219
| -1% | -$46.8K | 0.02% | 379 |
|
|
2021
Q4 | $3.78M | Sell |
118,033
-5,133
| -4% | -$164K | 0.02% | 419 |
|
|
2021
Q3 | $3.63M | Buy |
123,166
+1,656
| +1% | +$48.8K | 0.02% | 421 |
|
|
2021
Q2 | $4.13M | Sell |
121,510
-12,657
| -9% | -$430K | 0.02% | 403 |
|
|
2021
Q1 | $4.36M | Buy |
134,167
+6,847
| +5% | +$223K | 0.02% | 374 |
|
|
2020
Q4 | $4.59M | Buy |
127,320
+4,784
| +4% | +$172K | 0.03% | 368 |
|
|
2020
Q3 | $4.8M | Buy |
122,536
+22,553
| +23% | +$883K | 0.03% | 349 |
|
|
2020
Q2 | $3.67M | Buy |
99,983
+12,748
| +15% | +$468K | 0.03% | 412 |
|
|
2020
Q1 | $2.01M | Buy |
87,235
+33,067
| +61% | +$762K | 0.02% | 490 |
|
|
2019
Q4 | $1.59M | Buy |
54,168
+9,688
| +22% | +$284K | 0.01% | 644 |
|
|
2019
Q3 | $1.19M | Buy |
44,480
+9,295
| +26% | +$248K | 0.01% | 696 |
|
|
2019
Q2 | $899K | Buy |
35,185
+16,460
| +88% | +$421K | 0.01% | 846 |
|
|
2019
Q1 | $420K | Buy |
18,725
+320
| +2% | +$7.18K | ﹤0.01% | 1023 |
|
|
2018
Q4 | $388K | Buy |
18,405
+601
| +3% | +$12.7K | ﹤0.01% | 982 |
|
|
2018
Q3 | $330K | Sell |
17,804
-932
| -5% | -$17.3K | ﹤0.01% | 1073 |
|
|
2018
Q2 | $418K | Sell |
18,736
-3,552
| -16% | -$79.2K | ﹤0.01% | 977 |
|
|
2018
Q1 | $490K | Buy |
22,288
+93
| +0.4% | +$2.05K | ﹤0.01% | 966 |
|
|
2017
Q4 | $516K | Sell |
22,195
-1,175
| -5% | -$27.3K | ﹤0.01% | 956 |
|
|
2017
Q3 | $537K | Buy |
23,370
+569
| +2% | +$13.1K | ﹤0.01% | 935 |
|
|
2017
Q2 | $503K | Sell |
22,801
-843
| -4% | -$18.6K | ﹤0.01% | 920 |
|
|
2017
Q1 | $539K | Sell |
23,644
-5,088
| -18% | -$116K | 0.01% | 898 |
|
|
2016
Q4 | $601K | Sell |
28,732
-173,370
| -86% | -$3.63M | 0.01% | 885 |
|
|
2016
Q3 | $5.34M | Sell |
202,102
-220,060
| -52% | -$5.82M | 0.05% | 369 |
|
|
2016
Q2 | $11.8M | Buy |
422,162
+159,148
| +61% | +$4.46M | 0.12% | 187 |
|
|
2016
Q1 | $5.25M | Buy |
263,014
+244,043
| +1,286% | +$4.87M | 0.06% | 323 |
|
|
2015
Q4 | $260K | Sell |
18,971
-16,829
| -47% | -$231K | ﹤0.01% | 1052 |
|
|
2015
Q3 | $492K | Buy |
35,800
+1,248
| +4% | +$17.2K | 0.01% | 899 |
|
|
2015
Q2 | $614K | Sell |
34,552
-8,930
| -21% | -$159K | 0.01% | 847 |
|
|
2015
Q1 | $874K | Buy |
43,482
+22,135
| +104% | +$445K | 0.01% | 755 |
|
|
2014
Q4 | $392K | Sell |
21,347
-5,597
| -21% | -$103K | 0.01% | 895 |
|
|
2014
Q3 | $575K | Sell |
26,944
-3,036
| -10% | -$64.8K | 0.01% | 753 |
|
|
2014
Q2 | $793K | Buy |
29,980
+1,438
| +5% | +$38K | 0.01% | 602 |
|
|
2014
Q1 | $674K | Buy |
+28,542
| New | +$674K | 0.01% | 573 |
|
|
2013
Q4 | – | Sell |
-23,508
| Closed | -$588K | – | 690 |
|
|
2013
Q3 | $588K | Buy |
23,508
+1,091
| +5% | +$27.3K | 0.02% | 412 |
|
|
2013
Q2 | $549K | Buy |
+22,417
| New | +$549K | 0.01% | 488 |
|