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Mason & Associates (California)’s United States Copper Index Fund CPER Stock Holding History

Mason & Associates (California)’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,486
Closed -$285K – 114
2024
Q2 		$285K Buy
+10,486
New +$295K 0.08% 87

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TWM
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BWM
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Mason & Associates (California)'s CPER Position: Q3 2024 in Review

Mason & Associates (California) sold out of United States Copper Index Fund (CPER) in Q3 2024, closing a stake of 10,486 shares — an estimated $285K sold.

Mason & Associates (California) first reported a position in CPER in Q2 2024 and held it in 1 quarter. The position peaked at $285K in Q2 2024. 61 funds tracked by Wall St. Rank hold CPER as of Q3 2024.

  • Mason & Associates (California) reported no remaining United States Copper Index Fund position as of Q3 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 10,486 United States Copper Index Fund shares in Q3 2024, an estimated $285K.
  • Mason & Associates (California) first reported a position in United States Copper Index Fund in Q2 2024 and held it in 1 quarter.
  • Mason & Associates (California)'s United States Copper Index Fund position peaked at $285K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2024.

Based on Mason & Associates (California)'s 13F filing for Q3 2024, filed 23 Oct 2024.