WR Wealth Planners’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.8K | Sell |
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|
2024
Q3 | $73.1K | Buy |
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|
2024
Q2 | $63.1K | Sell |
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|
2024
Q1 | $74.9K | Sell |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $393 | Buy |
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|
2022
Q3 | $245 | Hold |
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|
2022
Q2 | $267 | Hold |
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|
2022
Q1 | $345 | Buy |
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