Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,904
| Closed | -$297K | – | 1345 |
|
|
2023
Q4 | $297K | Sell |
6,904
-1,395
| -17% | -$60.1K | 0.01% | 949 |
|
|
2023
Q3 | $330K | Sell |
8,299
-358
| -4% | -$14.2K | 0.01% | 825 |
|
|
2023
Q2 | $350K | Buy |
+8,657
| New | +$350K | 0.01% | 761 |
|
|
2022
Q3 | – | Sell |
-5,790
| Closed | -$206K | – | 952 |
|
|
2022
Q2 | $206K | Sell |
5,790
-5,096
| -47% | -$181K | 0.01% | 792 |
|
|
2022
Q1 | $558K | Sell |
10,886
-10,543
| -49% | -$540K | 0.03% | 539 |
|
|
2021
Q4 | $913K | Buy |
+21,429
| New | +$913K | 0.04% | 410 |
|