RWA
Rooted Wealth Advisors’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
26,433
+2,425
| +10% | +$68.9K | 0.26% | 53 |
|
|
2025
Q1 | $673K | Sell |
24,008
-71,281
| -75% | -$2M | 0.29% | 48 |
|
|
2024
Q4 | $2.72M | Buy |
95,289
+3,166
| +3% | +$90.2K | 1.06% | 23 |
|
|
2024
Q3 | $2.65M | Buy |
92,123
+69,972
| +316% | +$2.01M | 1.18% | 20 |
|
|
2024
Q2 | $642K | Sell |
22,151
-1,014
| -4% | -$29.4K | 0.28% | 51 |
|
|
2024
Q1 | $666K | Buy |
23,165
+989
| +4% | +$28.4K | 0.33% | 47 |
|
|
2023
Q4 | $616K | Sell |
22,176
-2,066
| -9% | -$57.4K | 0.32% | 48 |
|
|
2023
Q3 | $695K | Buy |
24,242
+3,430
| +16% | +$98.3K | 0.43% | 41 |
|
|
2023
Q2 | $614K | Buy |
20,812
+1,728
| +9% | +$51K | 0.41% | 39 |
|
|
2023
Q1 | $594K | Buy |
19,084
+2,721
| +17% | +$84.7K | 0.44% | 41 |
|
|
2022
Q4 | $481K | Buy |
+16,363
| New | +$481K | 0.4% | 44 |
|