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Bard Financial Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Bard Financial Services’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,175
Closed -$209K – 286
2023
Q2 		$209K Hold
5,175
– – 0.02% 297
2023
Q1 		$221K Hold
5,175
– – 0.02% 290
2022
Q4 		$212K Buy
+5,175
New +$202K 0.02% 278

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PF
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MERSOM
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Jane Street
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Bank of America
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Morgan Stanley
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Wellington Management Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return