Nadler Financial Group’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-33,907
| Closed | -$693K | – | 113 |
|
|
2022
Q3 | $693K | Buy |
33,907
+5
| +0% | +$102 | 0.13% | 50 |
|
|
2022
Q2 | $753K | Hold |
33,902
| – | – | 0.14% | 48 |
|
|
2022
Q1 | $973K | Sell |
33,902
-40
| -0.1% | -$1.15K | 0.15% | 46 |
|
|
2021
Q4 | $924K | Sell |
33,942
-2,335
| -6% | -$63.6K | 0.14% | 51 |
|
|
2021
Q3 | $909K | Buy |
36,277
+5,570
| +18% | +$140K | 0.15% | 52 |
|
|
2021
Q2 | $805K | Buy |
30,707
+22,467
| +273% | +$589K | 0.13% | 55 |
|
|
2021
Q1 | $203K | Buy |
+8,240
| New | +$203K | 0.04% | 124 |
|