AWM
Axxcess Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-68,849
| Closed | -$1.7M | – | 644 |
|
|
2022
Q4 | $1.7M | Sell |
68,849
-935
| -1% | -$23K | 0.14% | 144 |
|
|
2022
Q3 | $1.67M | Sell |
69,784
-140,647
| -67% | -$3.36M | 0.16% | 126 |
|
|
2022
Q2 | $5.61M | Buy |
210,431
+23,498
| +13% | +$626K | 0.52% | 37 |
|
|
2022
Q1 | $4.87M | Sell |
186,933
-16,551
| -8% | -$431K | 0.38% | 57 |
|
|
2021
Q4 | $4.23M | Buy |
+203,484
| New | +$4.23M | 0.31% | 61 |
|