Steward Partners Investment Advisory’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 | $223K | Buy |
5,943
+50
| +0.8% | +$1.88K | ﹤0.01% | 1712 |
|
|
2025
Q1 | $211K | Buy |
5,893
+25
| +0.4% | +$897 | ﹤0.01% | 1621 |
|
|
2024
Q4 | $205K | Hold |
5,868
| – | – | ﹤0.01% | 1596 |
|
|
2024
Q3 | $254K | Buy |
5,868
+100
| +2% | +$4.32K | ﹤0.01% | 1409 |
|
|
2024
Q2 | $236K | Buy |
5,768
+200
| +4% | +$8.17K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $232K | Buy |
5,568
+1,589
| +40% | +$66.3K | ﹤0.01% | 1371 |
|
|
2023
Q4 | $171K | Sell |
3,979
-570
| -13% | -$24.6K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $181K | Hold |
4,549
| – | – | ﹤0.01% | 1334 |
|
|
2023
Q2 | $184K | Hold |
4,549
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q1 | $194K | Buy |
4,549
+2,413
| +113% | +$103K | ﹤0.01% | 1302 |
|
|
2022
Q4 | $87.6K | Hold |
2,136
| – | – | ﹤0.01% | 1601 |
|
|
2022
Q3 | $73K | Hold |
2,136
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q2 | $76K | Hold |
2,136
| – | – | ﹤0.01% | 1605 |
|
|
2022
Q1 | $109K | Buy |
2,136
+100
| +5% | +$5.1K | ﹤0.01% | 1573 |
|
|
2021
Q4 | $87K | Buy |
2,036
+1,855
| +1,025% | +$79.3K | ﹤0.01% | 1654 |
|
|
2021
Q3 | $7K | Buy |
181
+120
| +197% | +$4.64K | ﹤0.01% | 2718 |
|
|
2021
Q2 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 6787 |
|