Garde Capital’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
16,519
+1,323
| +9% | +$41.9K | 0.03% | 139 |
|
|
2025
Q1 | $480K | Buy |
15,196
+988
| +7% | +$31.2K | 0.03% | 144 |
|
|
2024
Q4 | $357K | Buy |
+14,208
| New | +$357K | 0.02% | 165 |
|
|
2022
Q3 | – | Sell |
-13,663
| Closed | -$304K | – | 244 |
|
|
2022
Q2 | $304K | Hold |
13,663
| – | – | 0.04% | 150 |
|
|
2022
Q1 | $392K | Hold |
13,663
| – | – | 0.04% | 148 |
|
|
2021
Q4 | $372K | Hold |
13,663
| – | – | 0.04% | 158 |
|
|
2021
Q3 | $342K | Buy |
13,663
+623
| +5% | +$15.6K | 0.04% | 148 |
|
|
2021
Q2 | $342K | Buy |
+13,040
| New | +$342K | 0.04% | 149 |
|