Frontier Wealth Management’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $215K | Hold |
3,919
| – | – | 0.02% | 353 |
|
|
2022
Q1 | $225K | Buy |
+3,919
| New | +$225K | ﹤0.01% | 358 |
|
|
2020
Q2 | – | Sell |
-14,441
| Closed | -$374K | – | 369 |
|
|
2020
Q1 | $374K | Sell |
14,441
-1,094
| -7% | -$28.3K | 0.06% | 198 |
|
|
2019
Q4 | $573K | Sell |
15,535
-6,482
| -29% | -$239K | 0.09% | 162 |
|
|
2019
Q3 | $789K | Sell |
22,017
-7,183
| -25% | -$257K | 0.12% | 145 |
|
|
2019
Q2 | $1.08M | Sell |
29,200
-3,422
| -10% | -$127K | 0.16% | 117 |
|
|
2019
Q1 | $1.26M | Sell |
32,622
-1,527
| -4% | -$59.1K | 0.17% | 129 |
|
|
2018
Q4 | $1.28M | Sell |
34,149
-11,228
| -25% | -$422K | 0.19% | 117 |
|
|
2018
Q3 | $1.93M | Sell |
45,377
-2,899
| -6% | -$123K | 0.18% | 92 |
|
|
2018
Q2 | $2.11M | Sell |
48,276
-5,679
| -11% | -$248K | 0.3% | 76 |
|
|
2018
Q1 | $2.31M | Sell |
53,955
-4,226
| -7% | -$181K | 0.32% | 76 |
|
|
2017
Q4 | $2.47M | Sell |
58,181
-11,318
| -16% | -$481K | 0.4% | 60 |
|
|
2017
Q3 | $2.78M | Sell |
69,499
-6,546
| -9% | -$262K | 0.4% | 62 |
|
|
2017
Q2 | $2.93M | Buy |
76,045
+2,436
| +3% | +$93.8K | 0.45% | 60 |
|
|
2017
Q1 | $2.88M | Buy |
73,609
+4,401
| +6% | +$172K | 0.44% | 61 |
|
|
2016
Q4 | $2.77M | Buy |
69,208
+11,260
| +19% | +$450K | 0.45% | 67 |
|
|
2016
Q3 | $2.4M | Buy |
57,948
+42,365
| +272% | +$1.76M | 0.36% | 76 |
|
|
2016
Q2 | $673K | Buy |
15,583
+654
| +4% | +$28.2K | 0.11% | 175 |
|
|
2016
Q1 | $603K | Buy |
14,929
+814
| +6% | +$32.9K | 0.05% | 183 |
|
|
2015
Q4 | $571K | Sell |
14,115
-5,474
| -28% | -$221K | 0.09% | 182 |
|
|
2015
Q3 | $819K | Sell |
19,589
-7,766
| -28% | -$325K | 0.13% | 153 |
|
|
2015
Q2 | $1.29M | Sell |
27,355
-957
| -3% | -$45.1K | 0.2% | 106 |
|
|
2015
Q1 | $1.27M | Buy |
28,312
+3,049
| +12% | +$137K | 0.2% | 90 |
|
|
2014
Q4 | $1.22M | Buy |
+25,263
| New | +$1.22M | 0.23% | 70 |
|