BWM
BKM Wealth Management’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
10,649
+27
| +0.3% | +$747 | 0.12% | 128 |
|
|
2025
Q1 | $312K | Buy |
10,622
+216
| +2% | +$6.34K | 0.13% | 124 |
|
|
2024
Q4 | $295K | Buy |
10,406
+1,450
| +16% | +$41.1K | 0.12% | 135 |
|
|
2024
Q3 | $257K | Buy |
8,956
+2,006
| +29% | +$57.7K | 0.1% | 146 |
|
|
2024
Q2 | $201K | Buy |
+6,950
| New | +$201K | 0.1% | 139 |
|
|
2024
Q1 | – | Sell |
-3,807
| Closed | -$106K | – | 257 |
|
|
2023
Q4 | $106K | Buy |
+3,807
| New | +$106K | 0.05% | 197 |
|