Brown Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,207
| Closed | -$458K | – | 120 |
|
|
2022
Q4 | $458K | Buy |
20,207
+46
| +0.2% | +$1.04K | 0.29% | 72 |
|
|
2022
Q3 | $456K | Buy |
20,161
+1,291
| +7% | +$29.2K | 0.32% | 69 |
|
|
2022
Q2 | $493K | Buy |
18,870
+304
| +2% | +$7.94K | 0.34% | 61 |
|
|
2022
Q1 | $429K | Buy |
18,566
+1,649
| +10% | +$38.1K | 0.25% | 70 |
|
|
2021
Q4 | $288K | Buy |
+16,917
| New | +$288K | 0.16% | 102 |
|