B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+43,477
| New | +$1.38M | 0.06% | 268 |
|
|
2023
Q2 | – | Sell |
-66,083
| Closed | -$1.65M | – | 1554 |
|
|
2023
Q1 | $1.65M | Sell |
66,083
-5,309
| -7% | -$132K | 0.04% | 396 |
|
|
2022
Q4 | $1.65M | Buy |
+71,392
| New | +$1.65M | 0.05% | 388 |
|
|
2021
Q2 | – | Sell |
-34,307
| Closed | -$845K | – | 1388 |
|
|
2021
Q1 | $845K | Buy |
+34,307
| New | +$845K | 0.03% | 528 |
|