MWM
Marion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
16,047
-8,167
| -34% | -$211K | 0.1% | 96 |
|
|
2025
Q1 | $641K | Sell |
24,214
-14,059
| -37% | -$372K | 0.17% | 83 |
|
|
2024
Q4 | $969K | Buy |
+38,273
| New | +$969K | 0.26% | 77 |
|
|
2024
Q1 | – | Sell |
-147,147
| Closed | -$3.69M | – | 123 |
|
|
2023
Q4 | $3.69M | Buy |
+147,147
| New | +$3.69M | 1.18% | 27 |
|