MWPCG
Measured Wealth Private Client Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
8,364
-41
| -0.5% | -$1.39K | 0.09% | 148 |
|
|
2025
Q1 | $297K | Sell |
8,405
-489
| -5% | -$17.3K | 0.1% | 134 |
|
|
2024
Q4 | $285K | Sell |
8,894
-176
| -2% | -$5.65K | 0.09% | 144 |
|
|
2024
Q3 | $292K | Sell |
9,070
-10,545
| -54% | -$340K | 0.1% | 139 |
|
|
2024
Q2 | $629K | Sell |
19,615
-5,861
| -23% | -$188K | 0.22% | 69 |
|
|
2024
Q1 | $792K | Sell |
25,476
-12,615
| -33% | -$392K | 0.28% | 57 |
|
|
2023
Q4 | $1.16M | Sell |
38,091
-1,817
| -5% | -$55.2K | 0.43% | 29 |
|
|
2023
Q3 | $1.28M | Buy |
39,908
+2,155
| +6% | +$69.3K | 0.52% | 24 |
|
|
2023
Q2 | $1.15M | Sell |
37,753
-1,765
| -4% | -$54K | 0.44% | 30 |
|
|
2023
Q1 | $1.25M | Sell |
39,518
-417
| -1% | -$13.2K | 0.48% | 28 |
|
|
2022
Q4 | $1.35M | Sell |
39,935
-8,385
| -17% | -$283K | 0.55% | 25 |
|
|
2022
Q3 | $1.59M | Sell |
48,320
-11,813
| -20% | -$389K | 0.7% | 23 |
|
|
2022
Q2 | $2.09M | Sell |
60,133
-32,815
| -35% | -$1.14M | 0.92% | 20 |
|
|
2022
Q1 | $3.43M | Sell |
92,948
-24,462
| -21% | -$903K | 1.26% | 14 |
|
|
2021
Q4 | $3.37M | Sell |
117,410
-23,598
| -17% | -$677K | 1.19% | 14 |
|
|
2021
Q3 | $4.12M | Sell |
141,008
-205,543
| -59% | -$6.01M | 1.59% | 12 |
|
|
2021
Q2 | $9.43M | Buy |
346,551
+4,665
| +1% | +$127K | 3% | 5 |
|
|
2021
Q1 | $8.09M | Buy |
341,886
+20,090
| +6% | +$475K | 2.87% | 5 |
|
|
2020
Q4 | $7.05M | Buy |
321,796
+16,843
| +6% | +$369K | 2.94% | 6 |
|
|
2020
Q3 | $5.94M | Buy |
+304,953
| New | +$5.94M | 2.87% | 6 |
|