Bartlett & Co Wealth Management’s iPath Pure Beta Broad Commodity ETN BCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,262
Closed -$684K 1189
2023
Q1
$684K Hold
15,262
0.01% 255
2022
Q4
$697K Hold
15,262
0.01% 252
2022
Q3
$640K Hold
15,262
0.01% 249
2022
Q2
$701K Hold
15,262
0.01% 245
2022
Q1
$730K Hold
15,262
0.01% 255
2021
Q4
$597K Buy
+15,262
New +$592K 0.01% 284

Bartlett & Co Wealth Management's BCM Position: Q2 2023 in Review

Bartlett & Co Wealth Management sold out of iPath Pure Beta Broad Commodity ETN (BCM) in Q2 2023, closing a stake of 15,262 shares — an estimated $684K sold.

Bartlett & Co Wealth Management first reported a position in BCM in Q4 2021 and held it in 6 quarters. The position peaked at $730K in Q1 2022. 0 funds tracked by Wall St. Rank hold BCM as of Q2 2023.

  • Bartlett & Co Wealth Management reported no remaining iPath Pure Beta Broad Commodity ETN position as of Q2 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 15,262 iPath Pure Beta Broad Commodity ETN shares in Q2 2023, an estimated $684K.
  • Bartlett & Co Wealth Management first reported a position in iPath Pure Beta Broad Commodity ETN in Q4 2021 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's iPath Pure Beta Broad Commodity ETN position peaked at $730K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held iPath Pure Beta Broad Commodity ETN as of Q2 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2023, filed 14 Feb 2024.