Sowell Financial Services’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-38,541
| Closed | -$890K | – | 429 |
|
2022
Q2 | $890K | Buy |
38,541
+10,163
| +36% | +$235K | 0.08% | 174 |
|
2022
Q1 | $673K | Buy |
+28,378
| New | +$673K | 0.12% | 119 |
|
2021
Q4 | – | Sell |
-13,645
| Closed | -$230K | – | 523 |
|
2021
Q3 | $230K | Buy |
+13,645
| New | +$230K | 0.02% | 467 |
|
2021
Q2 | – | Sell |
-13,176
| Closed | -$204K | – | 1434 |
|
2021
Q1 | $204K | Buy |
13,176
+1,301
| +11% | +$20.1K | 0.01% | 1040 |
|
2020
Q4 | $146K | Sell |
11,875
-6,287
| -35% | -$77.3K | 0.01% | 989 |
|
2020
Q3 | $195K | Buy |
+18,162
| New | +$195K | 0.01% | 737 |
|