SWA
Stratos Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
58,627
-95,036
| -62% | -$3.57M | 0.12% | 187 |
|
|
2025
Q1 | $5.51M | Buy |
153,663
+81
| +0.1% | +$2.91K | 0.3% | 81 |
|
|
2024
Q4 | $5.37M | Buy |
+153,582
| New | +$5.37M | 0.26% | 91 |
|
|
2024
Q3 | – | Sell |
-6,897
| Closed | -$282K | – | 753 |
|
|
2024
Q2 | $282K | Sell |
6,897
-7,505
| -52% | -$306K | 0.01% | 582 |
|
|
2024
Q1 | $601K | Sell |
14,402
-30,250
| -68% | -$1.26M | 0.04% | 422 |
|
|
2023
Q4 | $1.92M | Buy |
44,652
+2,125
| +5% | +$91.5K | 0.11% | 229 |
|
|
2023
Q3 | $1.69M | Buy |
42,527
+9,048
| +27% | +$360K | 0.11% | 225 |
|
|
2023
Q2 | $1.35M | Sell |
33,479
-46,196
| -58% | -$1.87M | 0.1% | 243 |
|
|
2023
Q1 | $3.4M | Buy |
79,675
+30,708
| +63% | +$1.31M | 0.26% | 111 |
|
|
2022
Q4 | $2.01M | Buy |
48,967
+2,543
| +5% | +$104K | 0.17% | 177 |
|
|
2022
Q3 | $1.58M | Buy |
46,424
+12,558
| +37% | +$427K | 0.17% | 180 |
|
|
2022
Q2 | $1.21M | Buy |
33,866
+10,474
| +45% | +$373K | 0.11% | 235 |
|
|
2022
Q1 | $1.2M | Buy |
+23,392
| New | +$1.2M | 0.1% | 247 |
|