Financial Partners Group (Kansas)’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,299
| Closed | -$444K | – | 180 |
|
|
2023
Q4 | $444K | Buy |
10,299
+1,182
| +13% | +$50.9K | 0.08% | 99 |
|
|
2023
Q3 | $345K | Buy |
9,117
+3,804
| +72% | +$144K | 0.07% | 112 |
|
|
2023
Q2 | $221K | Buy |
+5,313
| New | +$221K | 0.04% | 143 |
|
|
2022
Q1 | – | Sell |
-23,968
| Closed | -$1.03M | – | 167 |
|
|
2021
Q4 | $1.03M | Buy |
23,968
+4,562
| +24% | +$195K | 0.22% | 60 |
|
|
2021
Q3 | $791K | Buy |
19,406
+2,248
| +13% | +$91.6K | 0.19% | 68 |
|
|
2021
Q2 | $775K | Buy |
17,158
+6,610
| +63% | +$299K | 0.2% | 61 |
|
|
2021
Q1 | $444K | Buy |
+10,548
| New | +$444K | 0.13% | 86 |
|