Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,180
| Closed | -$89.9K | – | 630 |
|
|
2023
Q1 | $89.9K | Hold |
2,180
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $89.4K | Buy |
2,180
+55
| +3% | +$2.26K | 0.03% | 172 |
|
|
2022
Q3 | $72K | Hold |
2,125
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $76K | Buy |
2,125
+90
| +4% | +$3.22K | 0.03% | 201 |
|
|
2022
Q1 | $104K | Buy |
2,035
+3
| +0.1% | +$153 | 0.03% | 178 |
|
|
2021
Q4 | $87K | Buy |
2,032
+7
| +0.3% | +$300 | 0.03% | 175 |
|
|
2021
Q3 | $83K | Buy |
+2,025
| New | +$83K | 0.03% | 170 |
|
|
2021
Q2 | – | Sell |
-1,996
| Closed | -$84K | – | 354 |
|
|
2021
Q1 | $84K | Buy |
+1,996
| New | +$84K | 0.04% | 167 |
|