Herold Advisors’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Hold |
|
|||||
|
2025
Q2 | $342K | Hold |
|
|||||
|
2025
Q1 | $341K | Hold |
|
|||||
|
2024
Q4 | $272K | Hold |
|
|||||
|
2024
Q3 | $306K | Hold |
|
|||||
|
2024
Q2 | $294K | Hold |
|
|||||
|
2024
Q1 | $271K | Hold |
|
|||||
|
2023
Q4 | $261K | Hold |
|
|||||
|
2023
Q3 | $249K | Hold |
|
|||||
|
2023
Q2 | $251K | Hold |
|
|||||
|
2023
Q1 | $269K | Hold |
|
|||||
|
2022
Q4 | $249K | Hold |
|
|||||
|
2022
Q3 | $220K | Hold |
|
|||||
|
2022
Q2 | $239K | Hold |
|
|||||
|
2022
Q1 | $310K | Sell |
|
|||||
|
2021
Q4 | $294K | Hold |
|
|||||
|
2021
Q3 | $270K | Buy |
|