Carson Wealth (CWM LLC)’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $62K | Sell |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $107K | Buy |
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|
2024
Q3 | $106K | Buy |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $109K | Sell |
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|
2023
Q4 | $106K | Buy |
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|
2023
Q3 | $74K | Sell |
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|
2023
Q2 | $69K | Sell |
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|
2023
Q1 | $77K | Buy |
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|
2022
Q4 | $63K | Buy |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $52K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $24K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $29K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $12K | Sell |
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|
2016
Q2 | $334K | Buy |
|