VWA
V Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,851
| Closed | -$203K | – | 321 |
|
|
2019
Q4 | $203K | Hold |
11,851
| – | – | 0.07% | 272 |
|
|
2019
Q3 | $203K | Buy |
11,851
+1,845
| +18% | +$31.6K | 0.07% | 274 |
|
|
2019
Q2 | $204K | Buy |
10,006
+680
| +7% | +$13.9K | 0.08% | 256 |
|
|
2019
Q1 | $205K | Buy |
+9,326
| New | +$205K | 0.08% | 239 |
|
|
2017
Q3 | – | Sell |
-7,970
| Closed | -$164K | – | 293 |
|
|
2017
Q2 | $164K | Buy |
+7,970
| New | +$164K | 0.08% | 199 |
|
|
2017
Q1 | – | Sell |
-20,071
| Closed | -$406K | – | 184 |
|
|
2016
Q4 | $406K | Sell |
20,071
-2,390
| -11% | -$48.3K | 0.3% | 99 |
|
|
2016
Q3 | $380K | Buy |
22,461
+2,070
| +10% | +$35K | 0.31% | 98 |
|
|
2016
Q2 | $323K | Buy |
20,391
+1,981
| +11% | +$31.4K | 0.26% | 109 |
|
|
2016
Q1 | $256K | Buy |
+18,410
| New | +$256K | 0.2% | 114 |
|