Navis Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $216K | Buy |
+4,810
| New | +$216K | 0.18% | 104 |
|
2024
Q4 | – | Sell |
-4,746
| Closed | -$224K | – | 105 |
|
2024
Q3 | $224K | Buy |
4,746
+15
| +0.3% | +$709 | 0.24% | 93 |
|
2024
Q2 | $213K | Hold |
4,731
| – | – | 0.24% | 92 |
|
2024
Q1 | $201K | Buy |
+4,731
| New | +$201K | 0.24% | 90 |
|
2022
Q2 | – | Sell |
-4,458
| Closed | -$203K | – | 99 |
|
2022
Q1 | $203K | Buy |
+4,458
| New | +$203K | 0.18% | 100 |
|