Foundations Investment Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,480
| Closed | -$496K | – | 711 |
|
|
2023
Q3 | $496K | Sell |
12,480
-6,923
| -36% | -$275K | 0.02% | 383 |
|
|
2023
Q2 | $785K | Sell |
19,403
-3,066
| -14% | -$124K | 0.03% | 293 |
|
|
2023
Q1 | $960K | Sell |
22,469
-29,648
| -57% | -$1.27M | 0.03% | 248 |
|
|
2022
Q4 | $2.14M | Buy |
52,117
+973
| +2% | +$39.9K | 0.09% | 125 |
|
|
2022
Q3 | $1.74M | Sell |
51,144
-2,712
| -5% | -$92.3K | 0.08% | 111 |
|
|
2022
Q2 | $1.81M | Buy |
53,856
+28,473
| +112% | +$959K | 0.08% | 104 |
|
|
2022
Q1 | $1.32M | Buy |
25,383
+18,515
| +270% | +$960K | 0.05% | 109 |
|
|
2021
Q4 | $318K | Buy |
+6,868
| New | +$318K | 0.01% | 267 |
|