IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-142
| Closed | -$2.79K | – | 3463 |
|
|
2023
Q1 | $2.79K | Sell |
142
-60
| -30% | -$1.18K | ﹤0.01% | 2788 |
|
|
2022
Q4 | $6K | Buy |
+202
| New | +$6K | ﹤0.01% | 3674 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$4K | – | 3790 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 3447 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3556 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 3463 |
|
|
2016
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 3466 |
|
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 3418 |
|
|
2016
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3316 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$3K | – | 2550 |
|
|
2015
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3147 |
|