B. Riley Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $650K | Sell |
16,782
-609
| -4% | -$23.6K | 0.02% | 599 |
|
|
2024
Q3 | $815K | Sell |
17,391
-2,335
| -12% | -$109K | 0.02% | 558 |
|
|
2024
Q2 | $893K | Buy |
19,726
+1,368
| +7% | +$61.9K | 0.02% | 579 |
|
|
2024
Q1 | $668K | Buy |
18,358
+3,885
| +27% | +$141K | 0.02% | 660 |
|
|
2023
Q4 | $548K | Sell |
14,473
-3,885
| -21% | -$147K | 0.01% | 760 |
|
|
2023
Q3 | $668K | Buy |
18,358
+1,305
| +8% | +$47.5K | 0.02% | 660 |
|
|
2023
Q2 | $651K | Buy |
17,053
+154
| +0.9% | +$5.88K | 0.01% | 743 |
|
|
2023
Q1 | $654K | Buy |
+16,899
| New | +$654K | 0.02% | 701 |
|
|
2014
Q3 | – | Sell |
-5
| Closed | -$153 | – | 873 |
|
|
2014
Q2 | $153 | Buy |
+5
| New | +$153 | ﹤0.01% | 2441 |
|