Carson Wealth (CWM LLC)’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-207
| Closed | -$5K | – | 5105 |
|
2024
Q4 | $5K | Buy |
+207
| New | +$5K | ﹤0.01% | 4202 |
|
2022
Q4 | – | Sell |
-218
| Closed | -$4K | – | 4069 |
|
2022
Q3 | $4K | Sell |
218
-118
| -35% | -$2.17K | ﹤0.01% | 3169 |
|
2022
Q2 | $8K | Buy |
336
+118
| +54% | +$2.81K | ﹤0.01% | 2696 |
|
2022
Q1 | $5K | Hold |
218
| – | – | ﹤0.01% | 2825 |
|
2021
Q4 | $4K | Buy |
+218
| New | +$4K | ﹤0.01% | 2820 |
|
2015
Q4 | – | Sell |
-47
| Closed | -$1K | – | 710 |
|
2015
Q3 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 603 |
|