Sowell 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 | $406K | Buy |
10,811
+73
| +0.7% | +$2.75K | 0.02% | 671 |
|
|
2025
Q1 | $385K | Sell |
10,738
-2,116
| -16% | -$75.9K | 0.02% | 663 |
|
|
2024
Q4 | $450K | Sell |
12,854
-9,335
| -42% | -$327K | 0.02% | 424 |
|
|
2024
Q3 | $959K | Sell |
22,189
-1,480
| -6% | -$64K | 0.04% | 343 |
|
|
2024
Q2 | $966K | Buy |
23,669
+3,688
| +18% | +$151K | 0.05% | 334 |
|
|
2024
Q1 | $833K | Buy |
19,981
+2,690
| +16% | +$112K | 0.04% | 374 |
|
|
2023
Q4 | $745K | Buy |
+17,291
| New | +$745K | 0.04% | 378 |
|
|
2023
Q2 | – | Sell |
-7,281
| Closed | -$311K | – | 758 |
|
|
2023
Q1 | $311K | Buy |
+7,281
| New | +$311K | 0.02% | 545 |
|
|
2021
Q2 | – | Sell |
-12,768
| Closed | -$627K | – | 2102 |
|
|
2021
Q1 | $627K | Buy |
+12,768
| New | +$627K | 0.02% | 561 |
|