Prospera Financial Services’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,694
| Closed | -$240K | – | 1343 |
|
2025
Q1 | $240K | Sell |
6,694
-66
| -1% | -$2.37K | 0.01% | 1065 |
|
2024
Q4 | $236K | Sell |
6,760
-1,230
| -15% | -$43K | 0.01% | 1016 |
|
2024
Q3 | $345K | Sell |
7,990
-1,500
| -16% | -$64.8K | 0.01% | 867 |
|
2024
Q2 | $387K | Sell |
9,490
-1,102
| -10% | -$45K | 0.01% | 811 |
|
2024
Q1 | $442K | Sell |
10,592
-11,997
| -53% | -$500K | 0.01% | 744 |
|
2023
Q4 | $973K | Buy |
22,589
+1,853
| +9% | +$79.8K | 0.03% | 476 |
|
2023
Q3 | $824K | Buy |
20,736
+13,556
| +189% | +$539K | 0.03% | 468 |
|
2023
Q2 | $290K | Buy |
+7,180
| New | +$290K | 0.01% | 811 |
|
2022
Q3 | – | Sell |
-1,208
| Closed | -$43K | – | 1382 |
|
2022
Q2 | $43K | Buy |
1,208
+352
| +41% | +$12.5K | ﹤0.01% | 1062 |
|
2022
Q1 | $44K | Buy |
+856
| New | +$44K | ﹤0.01% | 1429 |
|
2020
Q4 | – | Sell |
-1,700
| Closed | -$46K | – | 1314 |
|
2020
Q3 | $46K | Buy |
+1,700
| New | +$46K | 0.02% | 652 |
|