Steward Partners Investment Advisory’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-117
| Closed | -$4.17K | – | 7408 |
|
|
2021
Q1 | $4.17K | Buy |
+117
| New | +$4.17K | ﹤0.01% | 3055 |
|
|
2018
Q2 | – | Sell |
-53
| Closed | -$2K | – | 2549 |
|
|
2018
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 2047 |
|
|
2017
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 1727 |
|
|
2017
Q3 | $2K | Sell |
53
-4
| -7% | -$151 | ﹤0.01% | 1527 |
|
|
2017
Q2 | $2K | Sell |
57
-86
| -60% | -$3.02K | ﹤0.01% | 1447 |
|
|
2017
Q1 | $5K | Buy |
143
+57
| +66% | +$1.99K | ﹤0.01% | 1138 |
|
|
2016
Q4 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 727 |
|