Beaird Harris Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-15
Closed -$395 470
2023
Q1
$414 Hold
15
﹤0.01% 445
2022
Q4
$431 Buy
15
+3
+25% +$107 ﹤0.01% 705
2022
Q3
$0 Buy
+12
New +$461 ﹤0.01% 491

Other funds holding COMT

Beaird Harris Wealth Management's COMT Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2023, closing a stake of 15 shares — an estimated $395 sold.

Beaird Harris Wealth Management first reported a position in COMT in Q3 2022 and held it in 3 quarters. The position peaked at $431 in Q4 2022. 180 funds tracked by Wall St. Rank hold COMT as of Q2 2023.

  • Beaird Harris Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 15 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2023, an estimated $395.
  • Beaird Harris Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2022 and held it in 3 quarters.
  • Beaird Harris Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $431 in Q4 2022.
  • 180 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.