Financial & Tax Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42,216
| Closed | -$1.8M | – | 83 |
|
|
2023
Q1 | $1.8M | Sell |
42,216
-37,150
| -47% | -$1.59M | 0.59% | 42 |
|
|
2022
Q4 | $3.68M | Buy |
79,366
+121
| +0.2% | +$5.62K | 1.26% | 36 |
|
|
2022
Q3 | $2.7M | Buy |
79,245
+9,742
| +14% | +$332K | 1.01% | 37 |
|
|
2022
Q2 | $2.48M | Buy |
69,503
+15,518
| +29% | +$553K | 0.94% | 38 |
|
|
2022
Q1 | $2.77M | Buy |
53,985
+6,755
| +14% | +$346K | 1.04% | 38 |
|
|
2021
Q4 | $2.01M | Buy |
47,230
+7,454
| +19% | +$318K | 0.82% | 42 |
|
|
2021
Q3 | $1.62M | Buy |
39,776
+9,765
| +33% | +$398K | 0.74% | 47 |
|
|
2021
Q2 | $1.36M | Buy |
30,011
+16,009
| +114% | +$723K | 0.66% | 44 |
|
|
2021
Q1 | $590K | Buy |
+14,002
| New | +$590K | 0.33% | 53 |
|