SWA
Sutton Wealth Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-67
| Closed | -$1.53K | – | 1220 |
|
|
2019
Q4 | $1.53K | Hold |
67
| – | – | ﹤0.01% | 1086 |
|
|
2019
Q3 | $1.46K | Hold |
67
| – | – | ﹤0.01% | 1087 |
|
|
2019
Q2 | $1.49K | Hold |
67
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q1 | $1.52K | Hold |
67
| – | – | ﹤0.01% | 1080 |
|
|
2018
Q4 | $1.42K | Hold |
67
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q3 | $1.59K | Hold |
67
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q2 | $1.63K | Hold |
67
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q1 | $1.63K | Hold |
67
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q4 | $1.64K | Sell |
67
-136
| -67% | -$3.32K | ﹤0.01% | 980 |
|
|
2017
Q3 | $4.72K | Hold |
203
| – | – | ﹤0.01% | 882 |
|
|
2017
Q2 | $4.6K | Sell |
203
-81
| -29% | -$1.84K | ﹤0.01% | 886 |
|
|
2017
Q1 | $6.68K | Hold |
284
| – | – | 0.01% | 803 |
|
|
2016
Q4 | $6.88K | Sell |
284
-310
| -52% | -$7.51K | 0.01% | 783 |
|
|
2016
Q3 | $13.9K | Sell |
594
-1,840
| -76% | -$43.2K | 0.01% | 565 |
|
|
2016
Q2 | $60.2K | Hold |
2,434
| – | – | 0.06% | 222 |
|
|
2016
Q1 | $52.3K | Buy |
+2,434
| New | +$52.3K | 0.05% | 241 |
|