Carolinas Wealth Consulting’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,003
| Closed | -$47.7K | – | 1032 |
|
2024
Q4 | $47.7K | Buy |
1,003
+41
| +4% | +$1.95K | 0.01% | 366 |
|
2024
Q3 | $47.9K | Hold |
962
| – | – | 0.01% | 371 |
|
2024
Q2 | $47.5K | Buy |
962
+1
| +0.1% | +$49 | 0.01% | 376 |
|
2024
Q1 | $46.1K | Hold |
961
| – | – | 0.01% | 389 |
|
2023
Q4 | $45.2K | Buy |
961
+46
| +5% | +$2.17K | 0.01% | 352 |
|
2023
Q3 | $47.2K | Hold |
915
| – | – | 0.01% | 317 |
|
2023
Q2 | $45.3K | Hold |
915
| – | – | 0.01% | 360 |
|
2023
Q1 | $47.1K | Hold |
915
| – | – | 0.01% | 374 |
|
2022
Q4 | $49.9K | Buy |
+915
| New | +$49.9K | 0.01% | 358 |
|