Cyndeo Wealth Partners’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$241K | – | 384 |
|
|
2023
Q4 | $241K | Sell |
10,000
-64
| -0.6% | -$1.55K | 0.02% | 332 |
|
|
2023
Q3 | $232K | Hold |
10,064
| – | – | 0.02% | 304 |
|
|
2023
Q2 | $233K | Hold |
10,064
| – | – | 0.02% | 292 |
|
|
2023
Q1 | $251K | Buy |
10,064
+64
| +0.6% | +$1.6K | 0.03% | 285 |
|
|
2022
Q4 | $231K | Buy |
+10,000
| New | +$231K | 0.03% | 280 |
|