U.S. Capital Wealth Advisors’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 | $1.05M | Sell |
27,936
-4,023
| -13% | -$151K | 0.03% | 418 |
|
|
2025
Q1 | $1.15M | Sell |
31,959
-7,439
| -19% | -$267K | 0.04% | 398 |
|
|
2024
Q4 | $1.38M | Sell |
39,398
-19,400
| -33% | -$679K | 0.04% | 372 |
|
|
2024
Q3 | $2.54M | Sell |
58,798
-21,519
| -27% | -$930K | 0.09% | 212 |
|
|
2024
Q2 | $3.28M | Sell |
80,317
-13,120
| -14% | -$536K | 0.12% | 161 |
|
|
2024
Q1 | $3.9M | Sell |
93,437
-25,753
| -22% | -$1.07M | 0.15% | 146 |
|
|
2023
Q4 | $5.13M | Sell |
119,190
-3,248
| -3% | -$140K | 0.2% | 114 |
|
|
2023
Q3 | $4.87M | Buy |
122,438
+8,597
| +8% | +$342K | 0.22% | 104 |
|
|
2023
Q2 | $4.61M | Buy |
113,841
+26,395
| +30% | +$1.07M | 0.22% | 106 |
|
|
2023
Q1 | $3.74M | Buy |
87,446
+6,703
| +8% | +$286K | 0.17% | 121 |
|
|
2022
Q4 | $3.31M | Buy |
80,743
+21,033
| +35% | +$862K | 0.15% | 133 |
|
|
2022
Q3 | $2.03M | Buy |
+59,710
| New | +$2.03M | 0.1% | 184 |
|