WKWM
Walter & Keenan Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,604
| Closed | -$267K | – | 157 |
|
|
2018
Q4 | $267K | Hold |
12,604
| – | – | 0.12% | 123 |
|
|
2018
Q3 | $299 | Sell |
12,604
-2,938
| -19% | -$70 | 0.09% | 128 |
|
|
2018
Q2 | $378K | Buy |
15,542
+2,938
| +23% | +$71.5K | 0.16% | 110 |
|
|
2018
Q1 | $307K | Hold |
12,604
| – | – | 0.13% | 128 |
|
|
2017
Q4 | $308K | Sell |
12,604
-6,099
| -33% | -$149K | 0.13% | 127 |
|
|
2017
Q3 | $435K | Buy |
+18,703
| New | +$435K | 0.2% | 96 |
|