Curi 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,596
| Closed | -$160K | – | 321 |
|
|
2022
Q2 | $160K | Buy |
4,596
+1,322
| +40% | +$46K | 0.03% | 138 |
|
|
2022
Q1 | $120K | Hold |
3,274
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $93K | Buy |
+3,274
| New | +$93K | 0.02% | 145 |
|
|
2021
Q1 | – | Sell |
-3,274
| Closed | -$71K | – | 203 |
|
|
2020
Q4 | $71K | Buy |
+3,274
| New | +$71K | 0.05% | 131 |
|