LSAG
Lake Street Advisors Group’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-74,083
| Closed | -$2.2M | – | 275 |
|
|
2019
Q4 | $2.2M | Buy |
74,083
+3,220
| +5% | +$95.7K | 0.22% | 39 |
|
|
2019
Q3 | $1.62M | Buy |
70,863
+136
| +0.2% | +$3.1K | 0.18% | 41 |
|
|
2019
Q2 | $2.14M | Buy |
70,727
+11,930
| +20% | +$361K | 0.23% | 34 |
|
|
2019
Q1 | $1.83M | Hold |
58,797
| – | – | 0.19% | 37 |
|
|
2018
Q4 | $1.59M | Buy |
58,797
+1,897
| +3% | +$51.2K | 0.19% | 38 |
|
|
2018
Q3 | $1.85M | Buy |
56,900
+367
| +0.6% | +$12K | 0.21% | 34 |
|
|
2018
Q2 | $1.85M | Buy |
56,533
+48,942
| +645% | +$1.6M | 0.18% | 40 |
|
|
2018
Q1 | $254K | Buy |
7,591
+4
| +0.1% | +$134 | 0.03% | 245 |
|
|
2017
Q4 | $263K | Buy |
+7,587
| New | +$263K | 0.03% | 252 |
|