MWM
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Moran Wealth Management’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
2023
Q3
Sell
-7,511
Closed -$304K 409
2023
Q2
$304K Sell
7,511
-10,813
-59% -$437K 0.01% 344
2023
Q1
$783K Buy
18,324
+523
+3% +$22.3K 0.03% 274
2022
Q4
$730K Buy
+17,801
New +$730K 0.03% 271