Zimmermann Investment Management & Planning’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,622
| Closed | -$600K | – | 126 |
|
|
2024
Q3 | $600K | Sell |
9,622
-464
| -5% | -$29K | 0.18% | 77 |
|
|
2024
Q2 | $628K | Sell |
10,086
-246
| -2% | -$15.3K | 0.21% | 69 |
|
|
2024
Q1 | $630K | Sell |
10,332
-253
| -2% | -$15.4K | 0.23% | 74 |
|
|
2023
Q4 | $596K | Buy |
10,585
+737
| +7% | +$41.5K | 0.24% | 63 |
|
|
2023
Q3 | $583K | Sell |
9,848
-1,150
| -10% | -$68K | 0.28% | 61 |
|
|
2023
Q2 | $590K | Sell |
10,998
-547
| -5% | -$29.3K | 0.27% | 59 |
|
|
2023
Q1 | $626K | Buy |
11,545
+624
| +6% | +$33.9K | 0.33% | 59 |
|
|
2022
Q4 | $615K | Sell |
10,921
-384
| -3% | -$21.6K | 0.35% | 49 |
|
|
2022
Q3 | $581K | Buy |
11,305
+219
| +2% | +$11.3K | 0.36% | 49 |
|
|
2022
Q2 | $608K | Buy |
11,086
+1,389
| +14% | +$76.2K | 0.42% | 52 |
|
|
2022
Q1 | $535K | Buy |
9,697
+853
| +10% | +$47.1K | 0.32% | 58 |
|
|
2021
Q4 | $384K | Buy |
+8,844
| New | +$384K | 0.22% | 65 |
|