CWM
Comprehensive Wealth Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
33,048
+6,104
| +23% | +$267K | 1.17% | 17 |
|
|
2025
Q1 | $1.03M | Sell |
26,944
-2,159
| -7% | -$82.8K | 0.72% | 19 |
|
|
2024
Q4 | $818K | Buy |
29,103
+4,942
| +20% | +$139K | 0.61% | 18 |
|
|
2024
Q3 | $798K | Sell |
24,161
-1,932
| -7% | -$63.8K | 0.52% | 14 |
|
|
2024
Q2 | $720K | Sell |
26,093
-1,120
| -4% | -$30.9K | 0.53% | 14 |
|
|
2024
Q1 | $688K | Buy |
27,213
+4,306
| +19% | +$109K | 0.54% | 14 |
|
|
2023
Q4 | $563K | Sell |
22,907
-730
| -3% | -$17.9K | 0.51% | 20 |
|
|
2023
Q3 | $489K | Buy |
23,637
+2,149
| +10% | +$44.5K | 0.46% | 23 |
|
|
2023
Q2 | $501K | Buy |
21,488
+1,861
| +9% | +$43.4K | 0.43% | 23 |
|
|
2023
Q1 | $494K | Sell |
19,627
-12,921
| -40% | -$325K | 0.41% | 24 |
|
|
2022
Q4 | $727K | Buy |
32,548
+4,920
| +18% | +$110K | 0.67% | 16 |
|
|
2022
Q3 | $518K | Buy |
27,628
+3,205
| +13% | +$60.1K | 0.52% | 18 |
|
|
2022
Q2 | $532K | Buy |
24,423
+7,468
| +44% | +$163K | 0.46% | 16 |
|
|
2022
Q1 | $527K | Buy |
+16,955
| New | +$527K | 0.54% | 13 |
|