AWE
Avidian Wealth Enterprises’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,883
| Closed | -$966K | – | 418 |
|
|
2023
Q2 | $966K | Sell |
23,883
-154,577
| -87% | -$6.25M | 0.06% | 182 |
|
|
2023
Q1 | $7.62M | Buy |
178,460
+172,773
| +3,038% | +$7.38M | 0.42% | 57 |
|
|
2022
Q4 | $233K | Buy |
+5,687
| New | +$233K | 0.02% | 406 |
|
|
2022
Q3 | – | Sell |
-6,191
| Closed | -$221K | – | 452 |
|
|
2022
Q2 | $221K | Sell |
6,191
-105,867
| -94% | -$3.78M | 0.02% | 402 |
|
|
2022
Q1 | $5.74M | Buy |
112,058
+29,458
| +36% | +$1.51M | 0.35% | 56 |
|
|
2021
Q4 | $3.52M | Sell |
82,600
-2,314
| -3% | -$98.6K | 0.22% | 82 |
|
|
2021
Q3 | $3.46M | Buy |
84,914
+10,029
| +13% | +$409K | 0.26% | 64 |
|
|
2021
Q2 | $3.38M | Buy |
+74,885
| New | +$3.38M | 0.26% | 64 |
|