Fortis Advisors’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-131
| Closed | -$5K | – | 354 |
|
|
2019
Q2 | $5K | Sell |
131
-1,183
| -90% | -$45.2K | ﹤0.01% | 318 |
|
|
2019
Q1 | $51K | Hold |
1,314
| – | – | 0.03% | 216 |
|
|
2018
Q4 | $49K | Hold |
1,314
| – | – | 0.03% | 214 |
|
|
2018
Q3 | $56K | Hold |
1,314
| – | – | 0.03% | 195 |
|
|
2018
Q2 | $57K | Hold |
1,314
| – | – | 0.03% | 195 |
|
|
2018
Q1 | $56K | Hold |
1,314
| – | – | 0.03% | 171 |
|
|
2017
Q4 | $56K | Hold |
1,314
| – | – | 0.03% | 173 |
|
|
2017
Q3 | $53K | Hold |
1,314
| – | – | 0.04% | 166 |
|
|
2017
Q2 | $51K | Hold |
1,314
| – | – | 0.04% | 75 |
|
|
2017
Q1 | $52K | Buy |
+1,314
| New | +$52K | 0.05% | 65 |
|