AWA
Aletheian Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
59,518
+13,914
| +31% | +$360K | 0.76% | 29 |
|
|
2025
Q1 | $1.21M | Buy |
45,604
+6,542
| +17% | +$173K | 0.68% | 29 |
|
|
2024
Q4 | $989K | Buy |
39,062
+165
| +0.4% | +$4.18K | 0.58% | 39 |
|
|
2024
Q3 | $1.01M | Buy |
+38,897
| New | +$1.01M | 0.59% | 35 |
|
|
2022
Q4 | – | Sell |
-6,439
| Closed | -$230K | – | 83 |
|
|
2022
Q3 | $230K | Buy |
6,439
+373
| +6% | +$13.3K | 0.26% | 49 |
|
|
2022
Q2 | $248K | Sell |
6,066
-720
| -11% | -$29.4K | 0.25% | 50 |
|
|
2022
Q1 | $272K | Buy |
+6,786
| New | +$272K | 0.26% | 50 |
|