Selective Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,287
Closed -$117K 225
2022
Q3
$117K Sell
3,287
-579
-15% -$22.2K 0.05% 181
2022
Q2
$158K Sell
3,866
-345
-8% -$14.6K 0.06% 167
2022
Q1
$169K Sell
4,211
-1,390
-25% -$50.4K 0.06% 153
2021
Q4
$173K Buy
5,601
+2,700
+93% +$95.7K 0.07% 137
2021
Q3
$104K Buy
+2,901
New +$99.5K 0.06% 177

Other funds holding COMT

Selective Wealth Management's COMT Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2022, closing a stake of 3,287 shares — an estimated $117K sold.

Selective Wealth Management first reported a position in COMT in Q3 2021 and held it in 5 quarters. The position peaked at $173K in Q4 2021. 322 funds tracked by Wall St. Rank hold COMT as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3,287 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2022, an estimated $117K.
  • Selective Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $173K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.