LWA
LWS Wealth Advisors’s US Commodity Index USCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,439
| Closed | -$497K | – | 60 |
|
|
2021
Q4 | $497K | Sell |
11,439
-374
| -3% | -$16.2K | 0.2% | 39 |
|
|
2021
Q3 | $483K | Sell |
11,813
-696
| -6% | -$28.5K | 0.21% | 38 |
|
|
2021
Q2 | $505K | Sell |
12,509
-2,141
| -15% | -$86.4K | 0.22% | 38 |
|
|
2021
Q1 | $522K | Sell |
14,650
-521
| -3% | -$18.6K | 0.24% | 38 |
|
|
2020
Q4 | $496K | Sell |
15,171
-615
| -4% | -$20.1K | 0.22% | 39 |
|
|
2020
Q3 | $468K | Sell |
15,786
-382
| -2% | -$11.3K | 0.23% | 38 |
|
|
2020
Q2 | $430K | Buy |
16,168
+3,457
| +27% | +$91.9K | 0.23% | 39 |
|
|
2020
Q1 | $329K | Buy |
12,711
+304
| +2% | +$7.87K | 0.21% | 43 |
|
|
2019
Q4 | $458K | Buy |
+12,407
| New | +$458K | 0.24% | 40 |
|