Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,594
| Closed | -$258K | – | 699 |
|
|
2024
Q2 | $258K | Sell |
7,594
-1,000
| -12% | -$33.9K | 0.01% | 544 |
|
|
2024
Q1 | $285K | Buy |
8,594
+1,000
| +13% | +$33.1K | 0.01% | 518 |
|
|
2023
Q4 | $236K | Buy |
+7,594
| New | +$236K | 0.01% | 559 |
|
|
2021
Q2 | – | Sell |
-2,378
| Closed | -$77K | – | 942 |
|
|
2021
Q1 | $77K | Buy |
2,378
+873
| +58% | +$28.3K | ﹤0.01% | 674 |
|
|
2020
Q4 | $54K | Sell |
1,505
-969
| -39% | -$34.8K | ﹤0.01% | 734 |
|
|
2020
Q3 | $97K | Sell |
2,474
-743
| -23% | -$29.1K | 0.01% | 467 |
|
|
2020
Q2 | $118K | Hold |
3,217
| – | – | 0.01% | 442 |
|
|
2020
Q1 | $91K | Buy |
3,217
+2,043
| +174% | +$57.8K | 0.01% | 439 |
|
|
2019
Q4 | $34K | Sell |
1,174
-94
| -7% | -$2.72K | ﹤0.01% | 769 |
|
|
2019
Q3 | $34K | Buy |
1,268
+50
| +4% | +$1.34K | ﹤0.01% | 702 |
|
|
2019
Q2 | $31K | Buy |
1,218
+50
| +4% | +$1.27K | ﹤0.01% | 725 |
|
|
2019
Q1 | $26K | Sell |
1,168
-1,400
| -55% | -$31.2K | ﹤0.01% | 699 |
|
|
2018
Q4 | $54K | Buy |
2,568
+4
| +0.2% | +$84 | 0.01% | 502 |
|
|
2018
Q3 | $49K | Hold |
2,564
| – | – | 0.01% | 546 |
|
|
2018
Q2 | $51K | Hold |
2,564
| – | – | 0.01% | 534 |
|
|
2018
Q1 | $56K | Hold |
2,564
| – | – | 0.01% | 469 |
|
|
2017
Q4 | $60K | Buy |
+2,564
| New | +$60K | 0.01% | 438 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1192 |
|