Zimmermann Investment Management & Planning’s US Commodity Index USCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$600K Sell
2024
Q2
$628K Sell
2024
Q1
$630K Sell
2023
Q4
$596K Buy
2023
Q3
$583K Sell
2023
Q2
$590K Sell
2023
Q1
$626K Buy
2022
Q4
$615K Sell
2022
Q3
$581K Buy
2022
Q2
$608K Buy
2022
Q1
$535K Buy
2021
Q4
$384K Buy