The Family Firm’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 | $1.39M | Buy |
37,064
+2,623
| +8% | +$98.6K | 0.34% | 64 |
|
|
2025
Q1 | $1.24M | Buy |
34,441
+1,116
| +3% | +$40K | 0.28% | 72 |
|
|
2024
Q4 | $1.17M | Buy |
33,325
+166
| +0.5% | +$5.81K | 0.26% | 75 |
|
|
2024
Q3 | $1.43M | Buy |
33,159
+1,118
| +3% | +$48.3K | 0.31% | 64 |
|
|
2024
Q2 | $1.31M | Buy |
32,041
+3,413
| +12% | +$139K | 0.29% | 65 |
|
|
2024
Q1 | $1.19M | Sell |
28,628
-294
| -1% | -$12.3K | 0.29% | 66 |
|
|
2023
Q4 | $1.25M | Sell |
28,922
-1,690
| -6% | -$72.8K | 0.32% | 63 |
|
|
2023
Q3 | $1.22M | Sell |
30,612
-1,259
| -4% | -$50.1K | 0.34% | 59 |
|
|
2023
Q2 | $1.29M | Sell |
31,871
-2,140
| -6% | -$86.6K | 0.34% | 58 |
|
|
2023
Q1 | $1.45M | Sell |
34,011
-862
| -2% | -$36.8K | 0.4% | 52 |
|
|
2022
Q4 | $1.43M | Buy |
34,873
+721
| +2% | +$29.6K | 0.42% | 52 |
|
|
2022
Q3 | $1.16M | Buy |
34,152
+3,400
| +11% | +$116K | 0.37% | 55 |
|
|
2022
Q2 | $1.1M | Sell |
30,752
-2,394
| -7% | -$85.2K | 0.32% | 62 |
|
|
2022
Q1 | $1.7M | Sell |
33,146
-331
| -1% | -$17K | 0.45% | 47 |
|
|
2021
Q4 | $1.43M | Buy |
33,477
+1,023
| +3% | +$43.6K | 0.37% | 57 |
|
|
2021
Q3 | $1.43M | Sell |
32,454
-5,925
| -15% | -$261K | 0.38% | 56 |
|
|
2021
Q2 | $1.73M | Sell |
38,379
-920
| -2% | -$41.5K | 0.47% | 44 |
|
|
2021
Q1 | $1.66M | Sell |
39,299
-507
| -1% | -$21.4K | 0.48% | 43 |
|
|
2020
Q4 | $1.57M | Buy |
39,806
+4,389
| +12% | +$173K | 0.47% | 44 |
|
|
2020
Q3 | $948K | Buy |
35,417
+1,353
| +4% | +$36.2K | 0.34% | 55 |
|
|
2020
Q2 | $836K | Buy |
34,064
+2,822
| +9% | +$69.3K | 0.31% | 58 |
|
|
2020
Q1 | $603K | Buy |
31,242
+2,008
| +7% | +$38.8K | 0.26% | 63 |
|
|
2019
Q4 | $869K | Sell |
29,234
-807
| -3% | -$24K | 0.29% | 62 |
|
|
2019
Q3 | $800K | Hold |
30,041
| – | – | 0.28% | 60 |
|
|
2019
Q2 | $910K | Buy |
30,041
+5,608
| +23% | +$170K | 0.32% | 58 |
|
|
2019
Q1 | $759K | Buy |
24,433
+6,722
| +38% | +$209K | 0.28% | 62 |
|
|
2018
Q4 | $478K | Buy |
17,711
+10,338
| +140% | +$279K | 0.19% | 72 |
|
|
2018
Q3 | $240K | Buy |
+7,373
| New | +$240K | 0.09% | 119 |
|