LWA
Lowe Wealth Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,663
| Closed | -$38.7K | – | 348 |
|
|
2023
Q2 | $38.7K | Hold |
1,663
| – | – | 0.02% | 125 |
|
|
2023
Q1 | $41.9K | Hold |
1,663
| – | – | 0.02% | 114 |
|
|
2022
Q4 | $37.1K | Hold |
1,663
| – | – | 0.02% | 119 |
|
|
2022
Q3 | $31K | Hold |
1,663
| – | – | 0.02% | 121 |
|
|
2022
Q2 | $36K | Hold |
1,663
| – | – | 0.02% | 114 |
|
|
2022
Q1 | $52K | Hold |
1,663
| – | – | 0.02% | 98 |
|
|
2021
Q4 | $45K | Hold |
1,663
| – | – | 0.02% | 106 |
|
|
2021
Q3 | $41K | Sell |
1,663
-200
| -11% | -$4.93K | 0.02% | 104 |
|
|
2021
Q2 | $52K | Sell |
1,863
-100
| -5% | -$2.79K | 0.02% | 92 |
|
|
2021
Q1 | $54K | Sell |
1,963
-70
| -3% | -$1.93K | 0.03% | 80 |
|
|
2020
Q4 | $61K | Hold |
2,033
| – | – | 0.03% | 72 |
|
|
2020
Q3 | $66K | Buy |
2,033
+70
| +4% | +$2.27K | 0.04% | 59 |
|
|
2020
Q2 | $59K | Hold |
1,963
| – | – | 0.03% | 62 |
|
|
2020
Q1 | $38K | Hold |
1,963
| – | – | 0.03% | 72 |
|
|
2019
Q4 | $47K | Hold |
1,963
| – | – | 0.03% | 67 |
|
|
2019
Q3 | $42K | Hold |
1,963
| – | – | 0.03% | 71 |
|
|
2019
Q2 | $40K | Hold |
1,963
| – | – | 0.02% | 73 |
|
|
2019
Q1 | $34K | Buy |
1,963
+100
| +5% | +$1.73K | 0.02% | 79 |
|
|
2018
Q4 | $30K | Buy |
1,863
+190
| +11% | +$3.06K | 0.02% | 78 |
|
|
2018
Q3 | $24K | Hold |
1,673
| – | – | 0.01% | 104 |
|
|
2018
Q2 | $29K | Buy |
1,673
+30
| +2% | +$520 | 0.02% | 91 |
|
|
2018
Q1 | $29K | Buy |
1,643
+25
| +2% | +$441 | 0.02% | 92 |
|
|
2017
Q4 | $30K | Buy |
1,618
+35
| +2% | +$649 | 0.02% | 89 |
|
|
2017
Q3 | $30K | Hold |
1,583
| – | – | 0.02% | 87 |
|
|
2017
Q2 | $28K | Buy |
1,583
+40
| +3% | +$708 | 0.02% | 80 |
|
|
2017
Q1 | $29K | Buy |
1,543
+20
| +1% | +$376 | 0.02% | 77 |
|
|
2016
Q4 | $26K | Sell |
1,523
-1,523
| -50% | -$26K | 0.02% | 84 |
|
|
2016
Q3 | $34K | Buy |
3,046
+100
| +3% | +$1.12K | 0.02% | 70 |
|
|
2016
Q2 | $35K | Hold |
2,946
| – | – | 0.02% | 68 |
|
|
2016
Q1 | $25K | Hold |
2,946
| – | – | 0.02% | 85 |
|
|
2015
Q4 | $16K | Hold |
2,946
| – | – | 0.01% | 104 |
|
|
2015
Q3 | $16K | Buy |
2,946
+700
| +31% | +$3.8K | 0.01% | 95 |
|
|
2015
Q2 | $16K | Hold |
2,246
| – | – | 0.01% | 114 |
|
|
2015
Q1 | $17K | Hold |
2,246
| – | – | 0.01% | 108 |
|
|
2014
Q4 | $17K | Buy |
+2,246
| New | +$17K | 0.01% | 107 |
|