Congress Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$237K Buy
2024
Q3
$222K Sell
2024
Q2
$646K Sell
2024
Q1
$651K Sell
2023
Q4
$678K Sell
2023
Q3
$899K Buy
2023
Q2
$806K Sell
2023
Q1
$7.21M Sell
2022
Q4
$22.9M Buy
2022
Q3
$10.8M Sell
2022
Q2
$12.8M Buy
2022
Q1
$12M Sell
2021
Q4
$9.87M Buy