EP Wealth Advisors’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 | $210K | Sell |
4,792
-1,584
| -25% | -$69.3K | ﹤0.01% | 1227 |
|
|
2025
Q1 | $245K | Sell |
6,376
-4,904
| -43% | -$188K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $317K | Buy |
11,280
+7,079
| +169% | +$199K | ﹤0.01% | 851 |
|
|
2024
Q3 | $139K | Hold |
4,201
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q2 | $116K | Buy |
4,201
+1
| +0% | +$28 | ﹤0.01% | 815 |
|
|
2024
Q1 | $106K | Sell |
4,200
-580
| -12% | -$14.7K | ﹤0.01% | 807 |
|
|
2023
Q4 | $117K | Buy |
+4,780
| New | +$117K | ﹤0.01% | 774 |
|