Sonoma Private Wealth’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
2023
Q3
Sell
-24,674
Closed -$998K 80
2023
Q2
$998K Buy
24,674
+309
+1% +$12.5K 1.74% 14
2023
Q1
$1.04M Sell
24,365
-1,222
-5% -$52.2K 2.07% 13
2022
Q4
$1.05M Buy
+25,587
New +$1.05M 2.32% 10