EverSource Wealth Advisors’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,009
| Closed | -$55K | – | 2408 |
|
|
2022
Q4 | $55K | Buy |
1,009
+425
| +73% | +$23.2K | 0.01% | 728 |
|
|
2022
Q3 | $33K | Buy |
584
+255
| +78% | +$14.4K | 0.01% | 742 |
|
|
2022
Q2 | $20K | Sell |
329
-565
| -63% | -$34.3K | 0.01% | 823 |
|
|
2022
Q1 | $54K | Buy |
894
+181
| +25% | +$10.9K | 0.01% | 453 |
|
|
2021
Q4 | $35K | Buy |
+713
| New | +$35K | 0.01% | 494 |
|