Congress Wealth Management’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $2.09M | Sell |
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|
2022
Q2 | $4.47M | Sell |
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|
2022
Q1 | $4.55M | Sell |
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|
2021
Q4 | $3.71M | Buy |
|