LWM
Liberty Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.03M | Sell |
56,845
-12,401
| -18% | -$443K | 0.54% | 31 |
|
|
2022
Q2 | $2.83M | Sell |
69,246
-69,224
| -50% | -$2.83M | 1.15% | 18 |
|
|
2022
Q1 | $5.5M | Buy |
+138,470
| New | +$5.5M | 1.98% | 10 |
|
|
2021
Q4 | – | Sell |
-52,013
| Closed | -$1.86M | – | 39 |
|
|
2021
Q3 | $1.86M | Buy |
52,013
+3,594
| +7% | +$129K | 0.66% | 33 |
|
|
2021
Q2 | $1.67M | Buy |
+48,419
| New | +$1.67M | 0.65% | 28 |
|