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Concord Wealth Partners’s Global X Copper Miners ETF NEW COPX Stock Holding History

Concord Wealth Partners’s Portfolio COPX Stock Details COPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8
Closed -$361 – 971
2024
Q2 		$361 Buy
+8
New +$373 ﹤0.01% 777

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Concord Wealth Partners's COPX Position: Q3 2024 in Review

Concord Wealth Partners sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2024, closing a stake of 8 shares — an estimated $361 sold.

Concord Wealth Partners first reported a position in COPX in Q2 2024 and held it in 1 quarter. The position peaked at $361 in Q2 2024. 195 funds tracked by Wall St. Rank hold COPX as of Q3 2024.

  • Concord Wealth Partners reported no remaining Global X Copper Miners ETF NEW position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 8 Global X Copper Miners ETF NEW shares in Q3 2024, an estimated $361.
  • Concord Wealth Partners first reported a position in Global X Copper Miners ETF NEW in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Global X Copper Miners ETF NEW position peaked at $361 in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.