Carson Wealth (CWM LLC)’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Hold |
2,095
| – | – | ﹤0.01% | 2997 |
|
|
2025
Q1 | $74K | Buy |
2,095
+108
| +5% | +$3.82K | ﹤0.01% | 2668 |
|
|
2024
Q4 | $64K | Buy |
+1,987
| New | +$64K | ﹤0.01% | 2600 |
|
|
2022
Q2 | – | Sell |
-78
| Closed | -$3K | – | 3828 |
|
|
2022
Q1 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 3004 |
|
|
2019
Q1 | – | Sell |
-91
| Closed | -$2K | – | 2963 |
|
|
2018
Q4 | $2K | Sell |
91
-2,306
| -96% | -$50.7K | ﹤0.01% | 1727 |
|
|
2018
Q3 | $57K | Sell |
2,397
-374
| -13% | -$8.89K | ﹤0.01% | 720 |
|
|
2018
Q2 | $67K | Buy |
+2,771
| New | +$67K | ﹤0.01% | 576 |
|