Walkner Condon Financial Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,251
| Closed | -$361K | – | 293 |
|
|
2024
Q4 | $361K | Sell |
9,251
-1,111
| -11% | -$43.3K | 0.07% | 193 |
|
|
2024
Q3 | $478K | Sell |
10,362
-18,875
| -65% | -$871K | 0.1% | 162 |
|
|
2024
Q2 | $1.24M | Buy |
29,237
+4,325
| +17% | +$184K | 0.27% | 82 |
|
|
2024
Q1 | $1.28M | Sell |
24,912
-6,516
| -21% | -$335K | 0.27% | 81 |
|
|
2023
Q4 | $1.93M | Buy |
31,428
+5,453
| +21% | +$336K | 0.44% | 61 |
|
|
2023
Q3 | $1.72M | Buy |
25,975
+2,160
| +9% | +$143K | 0.46% | 57 |
|
|
2023
Q2 | $1.98M | Sell |
23,815
-1,620
| -6% | -$135K | 0.52% | 45 |
|
|
2023
Q1 | $2.07M | Buy |
25,435
+3,459
| +16% | +$282K | 0.58% | 41 |
|
|
2022
Q4 | $1.67M | Buy |
21,976
+573
| +3% | +$43.6K | 0.5% | 45 |
|
|
2022
Q3 | $1.78M | Sell |
21,403
-160
| -0.7% | -$13.3K | 0.57% | 40 |
|
|
2022
Q2 | $1.87M | Buy |
21,563
+1,545
| +8% | +$134K | 0.59% | 41 |
|
|
2022
Q1 | $2.37M | Buy |
+20,018
| New | +$2.37M | 0.67% | 36 |
|