WealthPLAN Partners’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
Q2 | – | Sell |
-163,422
| Closed | -$5.17M | – | 311 |
|
|
2024
Q1 | $5.17M | Buy |
163,422
+3,470
| +2% | +$110K | 0.54% | 59 |
|
|
2023
Q4 | $4.96M | Buy |
159,952
+64,968
| +68% | +$2.01M | 0.51% | 61 |
|
|
2023
Q3 | $2.56M | Buy |
94,984
+55
| +0.1% | +$1.48K | 0.3% | 89 |
|
|
2023
Q2 | $2.86M | Sell |
94,929
-5,353
| -5% | -$161K | 0.4% | 71 |
|
|
2023
Q1 | $3.24M | Buy |
100,282
+5,064
| +5% | +$164K | 0.37% | 72 |
|
|
2022
Q4 | $2.82M | Buy |
+95,218
| New | +$2.82M | 0.2% | 100 |
|
|
2022
Q1 | $2.47M | Buy |
70,442
+4,794
| +7% | +$168K | 0.17% | 108 |
|
|
2021
Q4 | $1.99M | Buy |
65,648
+2,290
| +4% | +$69.2K | 0.13% | 121 |
|
|
2021
Q3 | $1.99M | Buy |
63,358
+2,857
| +5% | +$89.6K | 0.13% | 122 |
|
|
2021
Q2 | $1.98M | Buy |
60,501
+15,172
| +33% | +$496K | 0.14% | 110 |
|
|
2021
Q1 | $1.6M | Buy |
45,329
+33,804
| +293% | +$1.19M | 0.12% | 115 |
|
|
2020
Q4 | $390K | Buy |
11,525
+211
| +2% | +$7.14K | 0.03% | 239 |
|
|
2020
Q3 | $424K | Buy |
+11,314
| New | +$424K | 0.04% | 213 |
|
|
2017
Q2 | – | Sell |
-1,545
| Closed | -$36.3K | – | 270 |
|
|
2017
Q1 | $36.3K | Buy |
+1,545
| New | +$36.3K | 0.13% | 139 |
|
|
2016
Q3 | $39.3K | Sell |
1,682
-191
| -10% | -$4.47K | 0.01% | 376 |
|
|
2016
Q2 | $26K | Buy |
+1,873
| New | +$26K | ﹤0.01% | 1256 |
|
|
2015
Q4 | $6.23K | Buy |
+454
| New | +$6.23K | ﹤0.01% | 1288 |
|