Second Half Financial Partners’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
Q1 | – | Sell |
-52,547
| Closed | -$1.84M | – | 94 |
|
|
2024
Q4 | $1.84M | Sell |
52,547
-16,377
| -24% | -$573K | 0.9% | 26 |
|
|
2024
Q3 | $2.98M | Sell |
68,924
-68,005
| -50% | -$2.94M | 1.58% | 23 |
|
|
2024
Q2 | $5.59M | Sell |
136,929
-4,298
| -3% | -$175K | 4.48% | 10 |
|
|
2024
Q1 | $5.89M | Sell |
141,227
-1,788
| -1% | -$74.6K | 2.62% | 13 |
|
|
2023
Q4 | $6.16M | Buy |
143,015
+17,696
| +14% | +$762K | 3.04% | 9 |
|
|
2023
Q3 | $4.98M | Sell |
125,319
-4,076
| -3% | -$162K | 2.48% | 9 |
|
|
2023
Q2 | $5.24M | Sell |
129,395
-946
| -0.7% | -$38.3K | 1.2% | 21 |
|
|
2023
Q1 | $5.57M | Sell |
130,341
-1,231
| -0.9% | -$52.6K | 3.3% | 6 |
|
|
2022
Q4 | $6.14M | Buy |
131,572
+15,416
| +13% | +$719K | 4% | 5 |
|
|
2022
Q3 | $3.95M | Buy |
116,156
+17,257
| +17% | +$587K | 4.92% | 6 |
|
|
2022
Q2 | $4.17M | Hold |
98,899
| – | – | 3.2% | 9 |
|
|
2022
Q1 | $4.17M | Buy |
+98,899
| New | +$4.17M | 3.2% | 9 |
|