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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$713K Sell
2025
Q1
$982K Sell
2024
Q4
$1.13M Hold
2024
Q3
$1.13M Hold
2024
Q2
$1.12M Sell
2024
Q1
$1.16M Buy
2023
Q4
$929K Buy
2023
Q3
$387K Sell
2023
Q2
$376K Hold
2023
Q1
$389K Buy