Carson Wealth (CWM LLC)’s Invesco DB Energy Fund DBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$132K Sell
2025
Q2
$130K Hold
2025
Q1
$137K Sell
2024
Q4
$130K Buy
2024
Q3
$123K Sell
2024
Q2
$138K Sell
2024
Q1
$138K Buy
2023
Q4
$95K Buy