Centerpoint Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-60
| Closed | -$3K | – | 484 |
|
2024
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 421 |
|
2024
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 411 |
|
2024
Q1 | $3K | Sell |
60
-571
| -90% | -$28.6K | ﹤0.01% | 385 |
|
2023
Q4 | $27K | Buy |
631
+24
| +4% | +$1.03K | 0.01% | 198 |
|
2023
Q3 | $24K | Hold |
607
| – | – | 0.01% | 210 |
|
2023
Q2 | $25K | Hold |
607
| – | – | 0.01% | 218 |
|
2023
Q1 | $26K | Hold |
607
| – | – | 0.01% | 223 |
|
2022
Q4 | $25K | Hold |
607
| – | – | 0.01% | 191 |
|
2022
Q3 | $21K | Buy |
607
+202
| +50% | +$6.99K | 0.01% | 181 |
|
2022
Q2 | $14K | Buy |
+405
| New | +$14K | 0.01% | 211 |
|
2021
Q4 | – | Sell |
-75
| Closed | -$3K | – | 452 |
|
2021
Q3 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 243 |
|