Clearstead Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,000
| Closed | -$191K | – | 2218 |
|
2024
Q4 | $191K | Buy |
+5,000
| New | +$191K | ﹤0.01% | 873 |
|
2023
Q2 | – | Sell |
-1,179
| Closed | -$45.6K | – | 1392 |
|
2023
Q1 | $45.6K | Hold |
1,179
| – | – | ﹤0.01% | 681 |
|
2022
Q4 | $41.8K | Hold |
1,179
| – | – | ﹤0.01% | 651 |
|
2022
Q3 | $33K | Hold |
1,179
| – | – | ﹤0.01% | 686 |
|
2022
Q2 | $36K | Sell |
1,179
-1,152
| -49% | -$35.2K | ﹤0.01% | 685 |
|
2022
Q1 | $106K | Hold |
2,331
| – | – | 0.01% | 534 |
|
2021
Q4 | $86K | Buy |
+2,331
| New | +$86K | 0.01% | 557 |
|