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Winch Advisory Services’s VanEck Steel ETF SLX Stock Holding History

Winch Advisory Services’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-576
Closed -$33.7K – 536
2024
Q4 		$33.7K Buy
576
+19
+3% +$1.29K 0.01% 186
2024
Q3 		$39.2K Hold
557
– – 0.01% 174
2024
Q2 		$37.1K Sell
557
-110
-16% -$7.7K 0.01% 168
2024
Q1 		$48.4K Hold
667
– – 0.01% 151
2023
Q4 		$49.2K Buy
667
+18
+3% +$1.21K 0.02% 147
2023
Q3 		$43K Hold
649
– – 0.02% 148
2023
Q2 		$42K Hold
649
– – 0.02% 140
2023
Q1 		$41K Hold
649
– – 0.02% 137
2022
Q4 		$38K Buy
649
+30
+5% +$1.71K 0.02% 140
2022
Q3 		$30K Hold
619
– – 0.01% 141
2022
Q2 		$31K Buy
619
+33
+6% +$2K 0.01% 145
2022
Q1 		$40K Buy
586
+2
+0.3% +$118 0.01% 146
2021
Q4 		$31K Buy
584
+8
+1% +$441 0.01% 170
2021
Q3 		$32K Hold
576
– – 0.01% 163
2021
Q2 		$36K Buy
+576
New +$35.3K 0.01% 150

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return