CWM
GRES

Collaborative Wealth Management’s IQ ARB Global Resources GRES Stock Holding History

Collaborative Wealth Management’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$563K Sell
2023
Q2 		$662K Buy
2023
Q1 		$602K Buy
2022
Q4 		$589K Buy
2022
Q3 		$424K Buy
2022
Q2 		$438K Buy
2021
Q4 		$374K Buy
2021
Q1 		$474K Buy