Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,753
| Closed | -$261K | – | 1339 |
|
|
2022
Q2 | $261K | Buy |
11,753
+3,053
| +35% | +$67.8K | ﹤0.01% | 1074 |
|
|
2022
Q1 | $250K | Hold |
8,700
| – | – | ﹤0.01% | 1092 |
|
|
2021
Q4 | $237K | Sell |
8,700
-1,000
| -10% | -$27.2K | ﹤0.01% | 1091 |
|
|
2021
Q3 | $243K | Hold |
9,700
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q2 | $254K | Hold |
9,700
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $239K | Buy |
+9,700
| New | +$239K | 0.01% | 902 |
|