BerganKDV 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 | $187K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $203K | Hold |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $271K | Hold |
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|
2021
Q4 | $209K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $180K | Hold |
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|
2020
Q3 | $169K | Hold |
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|
2020
Q2 | $161K | Hold |
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|
2020
Q1 | $152K | Hold |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $223K | Sell |
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|
2018
Q4 | $207K | Buy |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $264K | Buy |
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