WFG 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-1,850
| Closed | -$35K | – | 1641 |
|
2015
Q3 | $35K | Buy |
1,850
+837
| +83% | +$15.8K | 0.01% | 750 |
|
2015
Q2 | $27K | Hold |
1,013
| – | – | 0.01% | 896 |
|
2015
Q1 | $30K | Buy |
1,013
+500
| +97% | +$14.8K | 0.01% | 874 |
|
2014
Q4 | $16K | Buy |
513
+8
| +2% | +$250 | ﹤0.01% | 1301 |
|
2014
Q3 | $18K | Buy |
505
+5
| +1% | +$178 | ﹤0.01% | 1313 |
|
2014
Q2 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 1274 |
|