B. Riley Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,853
| Closed | -$197K | – | 360 |
|
|
2018
Q3 | $197K | Buy |
+10,853
| New | +$197K | 0.05% | 287 |
|
|
2015
Q1 | – | Sell |
-70
| Closed | -$1K | – | 1032 |
|
|
2014
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 973 |
|
|
2014
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 1023 |
|
|
2014
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1023 |
|