Wealthspire Advisors (Maryland)’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-431
| Closed | -$17K | – | 1996 |
|
|
2019
Q1 | $17K | Sell |
431
-112
| -21% | -$4.42K | ﹤0.01% | 1350 |
|
|
2018
Q4 | $20K | Hold |
543
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q3 | $23K | Sell |
543
-67
| -11% | -$2.84K | ﹤0.01% | 1259 |
|
|
2018
Q2 | $27K | Hold |
610
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q1 | $26K | Hold |
610
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q4 | $26K | Hold |
610
| – | – | ﹤0.01% | 1246 |
|
|
2017
Q3 | $24K | Hold |
610
| – | – | ﹤0.01% | 1239 |
|
|
2017
Q2 | $23K | Hold |
610
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q1 | $24K | Hold |
610
| – | – | ﹤0.01% | 1026 |
|
|
2016
Q4 | $24K | Sell |
610
-40
| -6% | -$1.57K | ﹤0.01% | 969 |
|
|
2016
Q3 | $27K | Sell |
650
-42
| -6% | -$1.75K | ﹤0.01% | 974 |
|
|
2016
Q2 | $30K | Sell |
692
-280
| -29% | -$12.1K | 0.01% | 870 |
|
|
2016
Q1 | $39K | Hold |
972
| – | – | 0.01% | 768 |
|
|
2015
Q4 | $39K | Buy |
+972
| New | +$39K | 0.01% | 786 |
|