SWP
ShoreHaven Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,026
| Closed | -$1.16M | – | 73 |
|
|
2022
Q4 | $1.16M | Sell |
41,026
-7,632
| -16% | -$215K | 0.82% | 35 |
|
|
2022
Q3 | $1.74M | Sell |
48,658
-9,683
| -17% | -$346K | 1.33% | 22 |
|
|
2022
Q2 | $2.39M | Sell |
58,341
-1,589
| -3% | -$65K | 1.71% | 16 |
|
|
2022
Q1 | $2.4M | Buy |
+59,930
| New | +$2.4M | 1.27% | 27 |
|