Heritage Wealth Management (Arizona)’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $130K | Buy |
4,594
+2,198
| +92% | +$62K | 0.02% | 382 |
|
|
2022
Q3 | $86K | Sell |
2,396
-119
| -5% | -$4.27K | 0.03% | 337 |
|
|
2022
Q2 | $103K | Buy |
2,515
+319
| +15% | +$13.1K | 0.03% | 328 |
|
|
2022
Q1 | $88K | Buy |
+2,196
| New | +$88K | 0.02% | 387 |
|
|
2021
Q3 | $78K | Buy |
2,189
+952
| +77% | +$33.9K | 0.03% | 385 |
|
|
2021
Q2 | $43K | Buy |
+1,237
| New | +$43K | 0.02% | 474 |
|