Wealthspan Partners’s Global X Copper Miners ETF NEW COPX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $569K | Sell |
12,634
-867
| -6% | -$39K | 0.24% | 62 |
|
2025
Q1 | $527K | Sell |
13,501
-6,687
| -33% | -$261K | 0.24% | 62 |
|
2024
Q4 | $771K | Buy |
20,188
+909
| +5% | +$34.7K | 0.37% | 50 |
|
2024
Q3 | $911K | Buy |
19,279
+2,692
| +16% | +$127K | 0.45% | 41 |
|
2024
Q2 | $748K | Buy |
16,587
+2,233
| +16% | +$101K | 0.41% | 43 |
|
2024
Q1 | $609K | Buy |
14,354
+671
| +5% | +$28.5K | 0.36% | 52 |
|
2023
Q4 | $513K | Buy |
13,683
+1,100
| +9% | +$41.3K | 0.36% | 46 |
|
2023
Q3 | $458K | Buy |
12,583
+37
| +0.3% | +$1.35K | 0.36% | 48 |
|
2023
Q2 | $472K | Sell |
12,546
-1
| -0% | -$38 | 0.37% | 40 |
|
2023
Q1 | $486K | Buy |
12,547
+196
| +2% | +$7.59K | 0.42% | 45 |
|
2022
Q4 | $438K | Sell |
12,351
-80
| -0.6% | -$2.83K | 0.4% | 47 |
|
2022
Q3 | $351K | Sell |
12,431
-153
| -1% | -$4.32K | 0.36% | 46 |
|
2022
Q2 | $382K | Buy |
12,584
+473
| +4% | +$14.4K | 0.39% | 44 |
|
2022
Q1 | $551K | Hold |
12,111
| – | – | 0.5% | 36 |
|
2021
Q4 | $447K | Buy |
+12,111
| New | +$447K | 0.4% | 43 |
|