Lake Street Private Wealth’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
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|
2025
Q1 | $764K | Hold |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $762K | Hold |
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|
2024
Q2 | $755K | Sell |
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|
2024
Q1 | $759K | Hold |
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|
2023
Q4 | $745K | Hold |
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|
2023
Q3 | $825K | Hold |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $805K | Sell |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $858K | Hold |
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|
2022
Q2 | $908K | Buy |
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|
2022
Q1 | $896K | Hold |
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|
2021
Q4 | $722K | Hold |
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|
2021
Q3 | $853K | Hold |
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|
2021
Q2 | $803K | Hold |
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|
2021
Q1 | $707K | Hold |
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|
2020
Q4 | $665K | Buy |
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