Leavell Investment Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
4,048
| – | – | 0.01% | 565 |
|
|
2025
Q1 | $210K | Buy |
+4,048
| New | +$210K | 0.01% | 530 |
|
|
2024
Q4 | – | Sell |
-4,123
| Closed | -$206K | – | 539 |
|
|
2024
Q3 | $206K | Sell |
4,123
-319
| -7% | -$15.9K | 0.01% | 522 |
|
|
2024
Q2 | $219K | Sell |
4,442
-565
| -11% | -$27.9K | 0.01% | 482 |
|
|
2024
Q1 | $240K | Sell |
5,007
-235
| -4% | -$11.3K | 0.01% | 451 |
|
|
2023
Q4 | $247K | Buy |
+5,242
| New | +$247K | 0.02% | 433 |
|