Ten Capital Wealth Advisors’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
Q1 | – | Sell |
-72
| Closed | -$1.66K | – | 589 |
|
2022
Q4 | $1.66K | Hold |
72
| – | – | ﹤0.01% | 449 |
|
2022
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 511 |
|
2022
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 387 |
|
2022
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 423 |
|
2021
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 415 |
|
2021
Q3 | $2K | Buy |
72
+12
| +20% | +$333 | ﹤0.01% | 361 |
|
2021
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 411 |
|
2021
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 337 |
|