Ledge Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-13,208
Closed -$372K 69
2022
Q4
$372K Sell
13,208
-139,930
-91% -$4.99M 0.17% 58
2022
Q3
$5.47M Sell
153,138
-4,577
-3% -$176K 3.35% 8
2022
Q2
$6.46M Buy
157,715
+130,530
+480% +$5.54M 3.97% 6
2022
Q1
$1.09M Buy
+27,185
New +$985K 0.68% 42

Other funds holding COMT

Ledge Wealth Management's COMT Position: Q1 2023 in Review

Ledge Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2023, closing a stake of 13,208 shares — an estimated $372K sold.

Ledge Wealth Management first reported a position in COMT in Q1 2022 and held it in 4 quarters. The position peaked at $6.46M in Q2 2022. 215 funds tracked by Wall St. Rank hold COMT as of Q1 2023.

  • Ledge Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 13,208 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2023, an estimated $372K.
  • Ledge Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and held it in 4 quarters.
  • Ledge Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $6.46M in Q2 2022.
  • 215 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.