MWM
Maripau 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
Q4 | – | Sell |
-9,681
| Closed | -$366K | – | 80 |
|
2022
Q3 | $366K | Buy |
9,681
+251
| +3% | +$9.49K | 0.39% | 52 |
|
2022
Q2 | $367K | Sell |
9,430
-13,571
| -59% | -$528K | 0.4% | 50 |
|
2022
Q1 | $982K | Buy |
23,001
+8,787
| +62% | +$375K | 0.89% | 24 |
|
2021
Q4 | $488K | Buy |
+14,214
| New | +$488K | 0.46% | 50 |
|