Lenox Wealth Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,375
| Closed | -$39K | – | 636 |
|
|
2020
Q1 | $39K | Buy |
+2,375
| New | +$39K | 0.01% | 163 |
|
|
2018
Q2 | – | Sell |
-3,235
| Closed | -$79K | – | 571 |
|
|
2018
Q1 | $79K | Buy |
+3,235
| New | +$79K | 0.02% | 121 |
|
|
2014
Q1 | – | Sell |
-1,281
| Closed | -$47K | – | 227 |
|
|
2013
Q4 | $47K | Hold |
1,281
| – | – | 0.03% | 67 |
|
|
2013
Q3 | $48K | Hold |
1,281
| – | – | 0.04% | 35 |
|
|
2013
Q2 | $47K | Buy |
+1,281
| New | +$47K | 0.05% | 35 |
|