WR Wealth Planners’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.8K | Sell |
1,264
-1,314
| -51% | -$33.1K | 0.01% | 380 |
|
|
2024
Q3 | $73.1K | Buy |
2,578
+260
| +11% | +$7.37K | 0.02% | 291 |
|
|
2024
Q2 | $63.1K | Sell |
2,318
-662
| -22% | -$18K | 0.02% | 300 |
|
|
2024
Q1 | $74.9K | Sell |
2,980
-69,834
| -96% | -$1.75M | 0.02% | 287 |
|
|
2023
Q4 | $1.76M | Sell |
72,814
-9,391
| -11% | -$227K | 0.65% | 30 |
|
|
2023
Q3 | $1.89M | Buy |
82,205
+6,365
| +8% | +$147K | 0.72% | 28 |
|
|
2023
Q2 | $1.76M | Buy |
75,840
+2,041
| +3% | +$47.4K | 0.68% | 30 |
|
|
2023
Q1 | $1.84M | Buy |
73,799
+73,782
| +434,012% | +$1.84M | 0.8% | 26 |
|
|
2022
Q4 | $393 | Buy |
17
+5
| +42% | +$116 | ﹤0.01% | 454 |
|
|
2022
Q3 | $245 | Hold |
12
| – | – | ﹤0.01% | 475 |
|
|
2022
Q2 | $267 | Hold |
12
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $345 | Buy |
+12
| New | +$345 | ﹤0.01% | 488 |
|