IWA
IVC Wealth Advisors’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,605
| Closed | -$225K | – | 164 |
|
|
2023
Q4 | $225K | Buy |
11,605
+695
| +6% | +$13.5K | 0.14% | 142 |
|
|
2023
Q3 | $230K | Sell |
10,910
-3,677
| -25% | -$77.6K | 0.15% | 128 |
|
|
2023
Q2 | $294K | Buy |
14,587
+1,424
| +11% | +$28.7K | 0.19% | 113 |
|
|
2023
Q1 | $273K | Sell |
13,163
-5,934
| -31% | -$123K | 0.19% | 113 |
|
|
2022
Q4 | $421K | Buy |
19,097
+5,170
| +37% | +$114K | 0.31% | 84 |
|
|
2022
Q3 | $360K | Sell |
13,927
-966
| -6% | -$25K | 0.29% | 84 |
|
|
2022
Q2 | $404K | Buy |
14,893
+3,993
| +37% | +$108K | 0.31% | 80 |
|
|
2022
Q1 | $313K | Buy |
+10,900
| New | +$313K | 0.21% | 112 |
|