Creative Planning’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Hold |
7,224
| – | – | ﹤0.01% | 2418 |
|
|
2025
Q1 | $521K | Hold |
7,224
| – | – | ﹤0.01% | 2241 |
|
|
2024
Q4 | $477K | Buy |
7,224
+673
| +10% | +$44.4K | ﹤0.01% | 2259 |
|
|
2024
Q3 | $409K | Hold |
6,551
| – | – | ﹤0.01% | 2278 |
|
|
2024
Q2 | $408K | Hold |
6,551
| – | – | ﹤0.01% | 2100 |
|
|
2024
Q1 | $399K | Buy |
+6,551
| New | +$399K | ﹤0.01% | 2020 |
|
|
2019
Q4 | – | Sell |
-6,111
| Closed | -$219K | – | 1956 |
|
|
2019
Q3 | $219K | Buy |
6,111
+93
| +2% | +$3.33K | ﹤0.01% | 1544 |
|
|
2019
Q2 | $222K | Sell |
6,018
-200
| -3% | -$7.38K | ﹤0.01% | 1543 |
|
|
2019
Q1 | $241K | Sell |
6,218
-348
| -5% | -$13.5K | ﹤0.01% | 1460 |
|
|
2018
Q4 | $246K | Sell |
6,566
-324
| -5% | -$12.1K | ﹤0.01% | 1347 |
|
|
2018
Q3 | $293K | Buy |
6,890
+240
| +4% | +$10.2K | ﹤0.01% | 1403 |
|
|
2018
Q2 | $291K | Sell |
6,650
-1,182
| -15% | -$51.7K | ﹤0.01% | 1383 |
|
|
2018
Q1 | $335K | Sell |
7,832
-1,775
| -18% | -$75.9K | ﹤0.01% | 1276 |
|
|
2017
Q4 | $409K | Sell |
9,607
-1,899
| -17% | -$80.8K | ﹤0.01% | 1176 |
|
|
2017
Q3 | $461K | Buy |
11,506
+1,192
| +12% | +$47.8K | ﹤0.01% | 1088 |
|
|
2017
Q2 | $397K | Sell |
10,314
-5,803
| -36% | -$223K | ﹤0.01% | 1133 |
|
|
2017
Q1 | $631K | Buy |
16,117
+963
| +6% | +$37.7K | ﹤0.01% | 867 |
|
|
2016
Q4 | $606K | Buy |
15,154
+2,529
| +20% | +$101K | ﹤0.01% | 834 |
|
|
2016
Q3 | $523K | Buy |
12,625
+12,100
| +2,305% | +$501K | ﹤0.01% | 865 |
|
|
2016
Q2 | $23K | Buy |
525
+225
| +75% | +$9.86K | ﹤0.01% | 2672 |
|
|
2016
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 3095 |
|
|
2015
Q4 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 3151 |
|
|
2015
Q1 | – | Sell |
-207
| Closed | -$10K | – | 4239 |
|
|
2014
Q4 | $10K | Sell |
207
-292
| -59% | -$14.1K | ﹤0.01% | 3084 |
|
|
2014
Q3 | $27K | Sell |
499
-1
| -0.2% | -$54 | ﹤0.01% | 2309 |
|
|
2014
Q2 | $30K | Sell |
500
-500
| -50% | -$30K | ﹤0.01% | 2205 |
|
|
2014
Q1 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 1695 |
|
|
2013
Q4 | $56K | Buy |
+1,000
| New | +$56K | ﹤0.01% | 1531 |
|