AE Wealth Management’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,796
| Closed | -$866K | – | 1878 |
|
|
2022
Q2 | $866K | Sell |
15,796
-249
| -2% | -$13.7K | 0.01% | 939 |
|
|
2022
Q1 | $885K | Buy |
16,045
+3,936
| +33% | +$217K | 0.01% | 954 |
|
|
2021
Q4 | $526K | Buy |
12,109
+1,050
| +9% | +$45.6K | ﹤0.01% | 1231 |
|
|
2021
Q3 | $452K | Buy |
11,059
+478
| +5% | +$19.5K | ﹤0.01% | 1206 |
|
|
2021
Q2 | $427K | Sell |
10,581
-316
| -3% | -$12.8K | ﹤0.01% | 1201 |
|
|
2021
Q1 | $388K | Buy |
+10,897
| New | +$388K | ﹤0.01% | 1145 |
|