Spire Wealth Management’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-400
| Closed | -$9.21K | – | 2381 |
|
|
2023
Q3 | $9.21K | Sell |
400
-596
| -60% | -$13.7K | ﹤0.01% | 1758 |
|
|
2023
Q2 | $23.1K | Buy |
996
+596
| +149% | +$13.8K | ﹤0.01% | 1531 |
|
|
2023
Q1 | $9.98K | Buy |
+400
| New | +$9.98K | ﹤0.01% | 1844 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$27K | – | 2577 |
|
|
2021
Q4 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 2004 |
|