Avantax Advisory Services’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 | $725K | Buy |
19,270
+6,182
| +47% | +$232K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $470K | Buy |
13,088
+1,282
| +11% | +$46K | ﹤0.01% | 1541 |
|
|
2024
Q4 | $413K | Sell |
11,806
-1,466
| -11% | -$51.3K | ﹤0.01% | 1569 |
|
|
2024
Q3 | $573K | Buy |
13,272
+2,166
| +20% | +$93.6K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $453K | Buy |
11,106
+4,874
| +78% | +$199K | ﹤0.01% | 1423 |
|
|
2024
Q1 | $260K | Buy |
6,232
+1,099
| +21% | +$45.8K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $221K | Buy |
+5,133
| New | +$221K | ﹤0.01% | 1425 |
|
|
2023
Q2 | – | Sell |
-8,749
| Closed | -$374K | – | 1557 |
|
|
2023
Q1 | $374K | Buy |
8,749
+2,672
| +44% | +$114K | ﹤0.01% | 1034 |
|
|
2022
Q4 | $249K | Buy |
+6,077
| New | +$249K | ﹤0.01% | 1201 |
|