IFP 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 | $22.6K | Hold |
600
| – | – | ﹤0.01% | 2478 |
|
|
2025
Q1 | $21.5K | Hold |
600
| – | – | ﹤0.01% | 2263 |
|
|
2024
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 2225 |
|
|
2024
Q3 | $25.9K | Buy |
600
+500
| +500% | +$21.6K | ﹤0.01% | 2037 |
|
|
2024
Q2 | $4.08K | Buy |
+100
| New | +$4.08K | ﹤0.01% | 2629 |
|
|
2024
Q1 | – | Sell |
-108
| Closed | -$4.65K | – | 3218 |
|
|
2023
Q4 | $4.65K | Buy |
+108
| New | +$4.65K | ﹤0.01% | 2447 |
|
|
2023
Q1 | – | Sell |
-6,619
| Closed | -$232K | – | 4160 |
|
|
2022
Q4 | $232K | Buy |
6,619
+1,055
| +19% | +$37K | 0.01% | 1285 |
|
|
2022
Q3 | $195K | Buy |
5,564
+3,390
| +156% | +$119K | 0.01% | 1417 |
|
|
2022
Q2 | $76K | Hold |
2,174
| – | – | ﹤0.01% | 1879 |
|
|
2022
Q1 | $76K | Buy |
+2,174
| New | +$76K | ﹤0.01% | 1879 |
|
|
2021
Q4 | – | Sell |
-213
| Closed | -$9K | – | 3407 |
|
|
2021
Q3 | $9K | Hold |
213
| – | – | ﹤0.01% | 2276 |
|
|
2021
Q2 | $10K | Buy |
+213
| New | +$10K | ﹤0.01% | 2205 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3910 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3747 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3619 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3453 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3389 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3400 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3491 |
|
|
2019
Q1 | $9K | Sell |
293
-273
| -48% | -$8.39K | ﹤0.01% | 1667 |
|
|
2018
Q4 | $15K | Sell |
566
-139
| -20% | -$3.68K | ﹤0.01% | 2264 |
|
|
2018
Q3 | $23K | Sell |
705
-2,738
| -80% | -$89.3K | ﹤0.01% | 2356 |
|
|
2018
Q2 | $112K | Sell |
3,443
-403
| -10% | -$13.1K | ﹤0.01% | 1397 |
|
|
2018
Q1 | $133K | Hold |
3,846
| – | – | 0.01% | 1211 |
|
|
2017
Q4 | $133K | Sell |
3,846
-15,941
| -81% | -$551K | 0.01% | 1208 |
|
|
2017
Q3 | $613K | Buy |
19,787
+796
| +4% | +$24.7K | 0.02% | 608 |
|
|
2017
Q2 | $513K | Buy |
18,991
+2,615
| +16% | +$70.6K | 0.02% | 670 |
|
|
2017
Q1 | $460K | Buy |
16,376
+485
| +3% | +$13.6K | 0.02% | 722 |
|
|
2016
Q4 | $409K | Buy |
15,891
+8,819
| +125% | +$227K | 0.02% | 705 |
|
|
2016
Q3 | $165K | Buy |
7,072
+3,536
| +100% | +$82.5K | 0.01% | 1095 |
|
|
2016
Q2 | $71K | Buy |
3,536
+3,389
| +2,305% | +$68K | ﹤0.01% | 1549 |
|
|
2016
Q1 | $9K | Sell |
147
-3,007
| -95% | -$184K | ﹤0.01% | 1667 |
|
|
2015
Q4 | $53K | Buy |
+3,154
| New | +$53K | ﹤0.01% | 1579 |
|