Arkadios Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
112,877
+2,961
| +3% | +$93.7K | 0.11% | 209 |
|
|
2025
Q1 | $3.47M | Buy |
+109,916
| New | +$3.47M | 0.13% | 178 |
|
|
2021
Q4 | – | Sell |
-1,425
| Closed | -$35K | – | 795 |
|
|
2021
Q3 | $35K | Sell |
1,425
-2,000
| -58% | -$49.1K | 0.01% | 1000 |
|
|
2021
Q2 | $89K | Buy |
3,425
+2,000
| +140% | +$52K | 0.01% | 749 |
|
|
2021
Q1 | $35K | Buy |
+1,425
| New | +$35K | 0.01% | 794 |
|