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
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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