Bartlett & Co Wealth Management’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 | $3.8K | Hold |
120
| – | – | ﹤0.01% | 1031 |
|
|
2025
Q1 | $3.79K | Hold |
120
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q4 | $3.02K | Hold |
120
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q3 | $3.4K | Hold |
120
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q2 | $3.27K | Hold |
120
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q1 | $3.01K | Hold |
120
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q4 | $2.91K | Hold |
120
| – | – | ﹤0.01% | 1128 |
|
|
2023
Q3 | $2.76K | Hold |
120
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q2 | $2.78K | Hold |
120
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q1 | $2.99K | Hold |
120
| – | – | ﹤0.01% | 954 |
|
|
2022
Q4 | $2.77K | Hold |
120
| – | – | ﹤0.01% | 990 |
|
|
2022
Q3 | $2.45K | Hold |
120
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q2 | $2.67K | Hold |
120
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q1 | $3.45K | Buy |
+120
| New | +$3.45K | ﹤0.01% | 956 |
|