OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,161
| Closed | -$291K | – | 1420 |
|
|
2024
Q3 | $291K | Buy |
6,161
+1,055
| +21% | +$49.9K | ﹤0.01% | 1168 |
|
|
2024
Q2 | $230K | Buy |
5,106
+43
| +0.8% | +$1.94K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $215K | Sell |
5,063
-7,520
| -60% | -$319K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $472K | Sell |
12,583
-2,035
| -14% | -$76.3K | 0.01% | 737 |
|
|
2023
Q3 | $532K | Sell |
14,618
-713
| -5% | -$26K | 0.01% | 617 |
|
|
2023
Q2 | $577K | Sell |
15,331
-2,034
| -12% | -$76.6K | 0.01% | 588 |
|
|
2023
Q1 | $672K | Sell |
17,365
-1,005
| -5% | -$38.9K | 0.02% | 513 |
|
|
2022
Q4 | $651K | Sell |
18,370
-1,210
| -6% | -$42.9K | 0.02% | 450 |
|
|
2022
Q3 | $553K | Buy |
19,580
+1,009
| +5% | +$28.5K | 0.02% | 428 |
|
|
2022
Q2 | $564K | Buy |
18,571
+4,630
| +33% | +$141K | 0.02% | 385 |
|
|
2022
Q1 | $634K | Buy |
+13,941
| New | +$634K | 0.02% | 372 |
|
|
2019
Q3 | – | Sell |
-1,499
| Closed | -$31K | – | 629 |
|
|
2019
Q2 | $31K | Hold |
1,499
| – | – | ﹤0.01% | 672 |
|
|
2019
Q1 | $33K | Hold |
1,499
| – | – | ﹤0.01% | 590 |
|
|
2018
Q4 | $27K | Hold |
1,499
| – | – | ﹤0.01% | 602 |
|
|
2018
Q3 | $33K | Sell |
1,499
-233
| -13% | -$5.13K | 0.01% | 505 |
|
|
2018
Q2 | $42K | Hold |
1,732
| – | – | 0.01% | 553 |
|
|
2018
Q1 | $45K | Hold |
1,732
| – | – | 0.01% | 548 |
|
|
2017
Q4 | $47K | Hold |
1,732
| – | – | 0.01% | 533 |
|
|
2017
Q3 | $43K | Sell |
1,732
-2,350
| -58% | -$58.3K | 0.02% | 419 |
|
|
2017
Q2 | $86K | Buy |
+4,082
| New | +$86K | 0.03% | 342 |
|