SFG
Sterling Financial Group’s VanEck Natural Resources ETF HAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-242,909
| Closed | -$11.9M | – | 63 |
|
|
2023
Q3 | $11.9M | Sell |
242,909
-2,736
| -1% | -$134K | 7.49% | 6 |
|
|
2023
Q2 | $11.8M | Buy |
245,645
+33,823
| +16% | +$1.63M | 7.85% | 6 |
|
|
2023
Q1 | $10.4M | Hold |
211,822
| – | – | 8% | 5 |
|
|
2022
Q4 | $10.4M | Buy |
+211,822
| New | +$10.4M | 8% | 5 |
|