TWA
TPB Wealth Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,336
| Closed | -$270K | – | 48 |
|
|
2021
Q4 | $270K | Sell |
10,336
-68,946
| -87% | -$1.8M | 0.13% | 39 |
|
|
2021
Q3 | $1.95M | Sell |
79,282
-4,621
| -6% | -$114K | 1.42% | 18 |
|
|
2021
Q2 | $2.35M | Buy |
83,903
+12,903
| +18% | +$361K | 1.52% | 17 |
|
|
2021
Q1 | $2M | Buy |
+71,000
| New | +$2M | 1.72% | 13 |
|