Carson Wealth (CWM LLC)’s Invesco DB Agriculture Fund DBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $504K | Buy |
18,433
+53
| +0.3% | +$1.38K | ﹤0.01% | 2011 |
|
|
2025
Q4 | $469K | Sell |
18,380
-473
| -3% | -$12.5K | ﹤0.01% | 1960 |
|
|
2025
Q3 | $504K | Buy |
18,853
+274
| +1% | +$7.3K | ﹤0.01% | 1794 |
|
|
2025
Q2 | $486K | Buy |
18,579
+396
| +2% | +$10.6K | ﹤0.01% | 1604 |
|
|
2025
Q1 | $479K | Buy |
18,183
+271
| +2% | +$7.33K | ﹤0.01% | 1458 |
|
|
2024
Q4 | $476K | Buy |
17,912
+17,017
| +1,901% | +$445K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $23K | Hold |
895
| – | – | ﹤0.01% | 3265 |
|
|
2024
Q2 | $21K | Sell |
895
-2,644
| -75% | -$65.7K | ﹤0.01% | 3072 |
|
|
2024
Q1 | $88K | Sell |
3,539
-2,081
| -37% | -$46K | ﹤0.01% | 1953 |
|
|
2023
Q4 | $117K | Sell |
5,620
-1,070
| -16% | -$23.3K | ﹤0.01% | 1655 |
|
|
2023
Q3 | $143K | Buy |
6,690
+4,324
| +183% | +$93.8K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $50K | Buy |
2,366
+2,082
| +733% | +$43.7K | ﹤0.01% | 1984 |
|
|
2023
Q1 | $6K | Hold |
284
| – | – | ﹤0.01% | 3195 |
|
|
2022
Q4 | $6K | Hold |
284
| – | – | ﹤0.01% | 3063 |
|
|
2022
Q3 | $6K | Sell |
284
-1,406
| -83% | -$28.4K | ﹤0.01% | 2958 |
|
|
2022
Q2 | $34K | Hold |
1,690
| – | – | ﹤0.01% | 1811 |
|
|
2022
Q1 | $37K | Buy |
1,690
+1,660
| +5,533% | +$34.8K | ﹤0.01% | 1746 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$587 | ﹤0.01% | 3278 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2769 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2769 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2769 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2768 |
|
|
2020
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q1 | $1K | Sell |
30
-122
| -80% | -$2.05K | ﹤0.01% | 2766 |
|
|
2018
Q4 | $3K | Buy |
152
+2
| +1% | +$35 | ﹤0.01% | 1651 |
|
|
2018
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1446 |
|
|
2018
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1283 |
|
|
2018
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 1188 |
|
|
2017
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1193 |
|
|
2017
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 949 |
|
|
2017
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 930 |
|
|
2016
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 919 |
|
|
2016
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 874 |
|
|
2016
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 676 |
|
|
2016
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 646 |
|
|
2015
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 570 |
|
|
2015
Q3 | $3K | Buy |
+150
| New | +$3.23K | ﹤0.01% | 544 |
|
Other funds holding DBA
TI
MB
NYLIM
