WCFA
Walkner Condon Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,810
| Closed | -$261K | – | 284 |
|
2025
Q1 | $261K | Buy |
+6,810
| New | +$261K | 0.05% | 224 |
|
2023
Q2 | – | Sell |
-10,288
| Closed | -$259K | – | 248 |
|
2023
Q1 | $259K | Hold |
10,288
| – | – | 0.07% | 192 |
|
2022
Q4 | $230K | Buy |
+10,288
| New | +$230K | 0.07% | 203 |
|
2021
Q4 | – | Sell |
-8,756
| Closed | -$216K | – | 165 |
|
2021
Q3 | $216K | Buy |
+8,756
| New | +$216K | 0.11% | 133 |
|