Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,610
| Closed | -$234K | – | 2005 |
|
|
2024
Q1 | $234K | Sell |
5,610
-2,833
| -34% | -$118K | ﹤0.01% | 1706 |
|
|
2023
Q4 | $364K | Sell |
8,443
-488
| -5% | -$21K | ﹤0.01% | 1358 |
|
|
2023
Q3 | $355K | Sell |
8,931
-625
| -7% | -$24.9K | 0.01% | 1298 |
|
|
2023
Q2 | $387K | Sell |
9,556
-483
| -5% | -$19.5K | 0.01% | 1285 |
|
|
2023
Q1 | $429K | Buy |
10,039
+2,253
| +29% | +$96.2K | 0.01% | 1208 |
|
|
2022
Q4 | $319K | Buy |
7,786
+1,378
| +22% | +$56.5K | 0.01% | 1316 |
|
|
2022
Q3 | $218K | Sell |
6,408
-2,200
| -26% | -$74.9K | ﹤0.01% | 1501 |
|
|
2022
Q2 | $307K | Buy |
8,608
+823
| +11% | +$29.4K | 0.01% | 1178 |
|
|
2022
Q1 | $399K | Buy |
+7,785
| New | +$399K | 0.01% | 1182 |
|