AE Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.6K | Buy |
1,957
+116
| +6% | +$4.36K | ﹤0.01% | 1548 |
|
|
2025
Q1 | $66.1K | Sell |
1,841
-941
| -34% | -$33.8K | ﹤0.01% | 1537 |
|
|
2024
Q4 | $97.3K | Buy |
+2,782
| New | +$97.3K | ﹤0.01% | 1437 |
|
|
2023
Q3 | – | Sell |
-8,633
| Closed | -$349K | – | 2041 |
|
|
2023
Q2 | $349K | Buy |
8,633
+3,211
| +59% | +$130K | ﹤0.01% | 1546 |
|
|
2023
Q1 | $232K | Buy |
5,422
+81
| +2% | +$3.46K | ﹤0.01% | 1668 |
|
|
2022
Q4 | $219K | Buy |
+5,341
| New | +$219K | ﹤0.01% | 1629 |
|
|
2022
Q1 | – | Sell |
-23,847
| Closed | -$1.02M | – | 1772 |
|
|
2021
Q4 | $1.02M | Buy |
23,847
+6,452
| +37% | +$275K | 0.01% | 921 |
|
|
2021
Q3 | $709K | Buy |
17,395
+5,778
| +50% | +$236K | 0.01% | 998 |
|
|
2021
Q2 | $525K | Buy |
+11,617
| New | +$525K | ﹤0.01% | 1122 |
|