Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
11,700
| – | – | 0.02% | 143 |
|
|
2025
Q1 | $420K | Hold |
11,700
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $409K | Hold |
11,700
| – | – | 0.02% | 148 |
|
|
2024
Q3 | $506K | Sell |
11,700
-6,292
| -35% | -$272K | 0.02% | 144 |
|
|
2024
Q2 | $735K | Hold |
17,992
| – | – | 0.03% | 101 |
|
|
2024
Q1 | $750K | Sell |
17,992
-7,124
| -28% | -$297K | 0.03% | 111 |
|
|
2023
Q4 | $1.08M | Buy |
+25,116
| New | +$1.08M | 0.05% | 83 |
|