CWM
GRES
Collaborative Wealth Management’s IQ ARB Global Resources GRES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,224
| Closed | -$563K | – | 176 |
|
|
2023
Q3 | $563K | Sell |
17,224
-2,964
| -15% | -$96.9K | 0.34% | 75 |
|
|
2023
Q2 | $662K | Buy |
20,188
+2,483
| +14% | +$81.5K | 0.39% | 66 |
|
|
2023
Q1 | $602K | Buy |
17,705
+464
| +3% | +$15.8K | 0.38% | 65 |
|
|
2022
Q4 | $589K | Buy |
17,241
+2,469
| +17% | +$84.3K | 0.39% | 77 |
|
|
2022
Q3 | $424K | Buy |
14,772
+558
| +4% | +$16K | 0.3% | 88 |
|
|
2022
Q2 | $438K | Buy |
+14,214
| New | +$438K | 0.29% | 98 |
|
|
2021
Q4 | $374K | Buy |
+12,226
| New | +$374K | 0.2% | 138 |
|
|
2021
Q1 | $474K | Buy |
+13,467
| New | +$474K | 0.27% | 111 |
|