Steward Partners Investment Advisory’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
16,268
+17
| +0.1% | +$338 | ﹤0.01% | 1521 |
|
|
2025
Q1 | $319K | Buy |
16,251
+10,669
| +191% | +$209K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $105K | Buy |
+5,582
| New | +$105K | ﹤0.01% | 1955 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$1.84K | – | 3646 |
|
|
2024
Q1 | $1.84K | Buy |
+100
| New | +$1.84K | ﹤0.01% | 3305 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$14K | – | 7202 |
|
|
2021
Q1 | $14K | Buy |
+700
| New | +$14K | ﹤0.01% | 2641 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$5K | – | 1295 |
|
|
2018
Q3 | $5K | Sell |
250
-6,900
| -97% | -$138K | ﹤0.01% | 2116 |
|
|
2018
Q2 | $135K | Buy |
7,150
+6,900
| +2,760% | +$130K | 0.01% | 758 |
|
|
2018
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 1843 |
|
|
2017
Q4 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 1563 |
|