WealthPLAN Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-29
Closed -$753 461
2023
Q2
$753 Sell
29
-1,695
-98% -$44.6K ﹤0.01% 1156
2023
Q1
$46.6K Buy
+1,724
New +$47K 0.01% 570
2022
Q1
$420K Buy
+10,111
New +$366K 0.03% 273

Other funds holding COMT

WealthPLAN Partners's COMT Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2023, closing a stake of 29 shares — an estimated $753 sold.

WealthPLAN Partners first reported a position in COMT in Q1 2022 and held it in 3 quarters. The position peaked at $420K in Q1 2022. 177 funds tracked by Wall St. Rank hold COMT as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 29 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2023, an estimated $753.
  • WealthPLAN Partners first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and held it in 3 quarters.
  • WealthPLAN Partners's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $420K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.