Pettinga Financial Advisors’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $458K | Buy |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $675K | Hold |
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|
2024
Q3 | $761K | Hold |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $597K | Hold |
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|
2022
Q1 | $771K | Sell |
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|
2021
Q4 | $743K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $410K | Buy |
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