Topel & Distasi Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Sell |
20,989
-6,816
| -25% | -$232K | 0.37% | 41 |
|
|
2025
Q1 | $982K | Sell |
27,805
-7,266
| -21% | -$257K | 0.46% | 43 |
|
|
2024
Q4 | $1.13M | Hold |
35,071
| – | – | 0.48% | 43 |
|
|
2024
Q3 | $1.13M | Hold |
35,071
| – | – | 0.47% | 45 |
|
|
2024
Q2 | $1.12M | Sell |
35,071
-2,324
| -6% | -$74.5K | 0.49% | 40 |
|
|
2024
Q1 | $1.16M | Buy |
37,395
+6,816
| +22% | +$212K | 0.51% | 40 |
|
|
2023
Q4 | $929K | Buy |
30,579
+18,551
| +154% | +$564K | 0.44% | 46 |
|
|
2023
Q3 | $387K | Sell |
12,028
-275
| -2% | -$8.84K | 0.2% | 62 |
|
|
2023
Q2 | $376K | Hold |
12,303
| – | – | 0.19% | 64 |
|
|
2023
Q1 | $389K | Buy |
+12,303
| New | +$389K | 0.2% | 61 |
|