BigSur Wealth Management’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $610K | Sell |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $1.17M | Hold |
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|
2024
Q4 | $929K | Hold |
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $910K | Hold |
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|
2024
Q1 | $840K | Hold |
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|
2023
Q4 | $807K | Buy |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $609K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.17M | Hold |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $946K | Buy |
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|
2021
Q2 | $838K | Buy |
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