Elwood & Goetz Wealth Advisory Group’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $779K | Hold |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $556K | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $497K | Sell |
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|
2022
Q4 | $481K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $241K | Buy |
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