RSWM
Robertson Stephens Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
7,850
| – | – | 0.01% | 423 |
|
|
2025
Q1 | $307K | Hold |
7,850
| – | – | 0.01% | 446 |
|
|
2024
Q4 | $304K | Hold |
7,850
| – | – | 0.01% | 461 |
|
|
2024
Q3 | $371K | Sell |
7,850
-18
| -0.2% | -$851 | 0.01% | 481 |
|
|
2024
Q2 | $356K | Sell |
7,868
-2,982
| -27% | -$135K | 0.02% | 383 |
|
|
2024
Q1 | $460K | Sell |
10,850
-1,000
| -8% | -$42.4K | 0.02% | 352 |
|
|
2023
Q4 | $449K | Buy |
11,850
+250
| +2% | +$9.47K | 0.03% | 324 |
|
|
2023
Q3 | $422K | Buy |
11,600
+500
| +5% | +$18.2K | 0.03% | 327 |
|
|
2023
Q2 | $424K | Buy |
11,100
+250
| +2% | +$9.54K | 0.03% | 305 |
|
|
2023
Q1 | $420K | Sell |
10,850
-4,750
| -30% | -$184K | 0.03% | 313 |
|
|
2022
Q4 | $559K | Hold |
15,600
| – | – | 0.05% | 249 |
|
|
2022
Q3 | $440K | Buy |
15,600
+9,000
| +136% | +$254K | 0.05% | 232 |
|
|
2022
Q2 | $204K | Buy |
+6,600
| New | +$204K | 0.02% | 355 |
|