Carson Wealth (CWM LLC)’s Invesco DB Energy Fund DBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
6,969
| – | – | ﹤0.01% | 2491 |
|
|
2025
Q1 | $137K | Sell |
6,969
-33
| -0.5% | -$649 | ﹤0.01% | 2165 |
|
|
2024
Q4 | $130K | Buy |
7,002
+407
| +6% | +$7.56K | ﹤0.01% | 2107 |
|
|
2024
Q3 | $123K | Sell |
6,595
-25
| -0.4% | -$466 | ﹤0.01% | 2059 |
|
|
2024
Q2 | $138K | Sell |
6,620
-32
| -0.5% | -$667 | ﹤0.01% | 1779 |
|
|
2024
Q1 | $138K | Buy |
6,652
+1,708
| +35% | +$35.4K | ﹤0.01% | 1692 |
|
|
2023
Q4 | $95K | Buy |
+4,944
| New | +$95K | ﹤0.01% | 1797 |
|