EP Wealth Advisors’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
Q2 | $889K | Buy |
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2025
Q1 | $345K | Sell |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $613K | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $48.1M | Buy |
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|
2022
Q4 | $1.9M | Sell |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $2.82M | Sell |
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|
2021
Q4 | $5.71M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $2.17M | Buy |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $2.15M | Sell |
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|
2019
Q1 | $2.57M | Sell |
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|
2018
Q4 | $15.2M | Buy |
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|
2018
Q3 | $268K | Sell |
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|
2018
Q2 | $943K | Sell |
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|
2018
Q1 | $951K | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $310K | Buy |
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