Kingswood Wealth Advisors’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,900
| Closed | -$264K | – | 703 |
|
|
2024
Q2 | $264K | Hold |
11,900
| – | – | 0.02% | 561 |
|
|
2024
Q1 | $263K | Hold |
11,900
| – | – | 0.03% | 522 |
|
|
2023
Q4 | $239K | Hold |
11,900
| – | – | 0.03% | 534 |
|
|
2023
Q3 | $268K | Hold |
11,900
| – | – | 0.05% | 343 |
|
|
2023
Q2 | $232K | Buy |
+11,900
| New | +$232K | 0.07% | 231 |
|