EP Wealth Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
+45,750
| New | +$1.2M | 0.01% | 526 |
|
2023
Q1 | – | Sell |
-11,150
| Closed | -$225K | – | 650 |
|
2022
Q4 | $225K | Buy |
+11,150
| New | +$225K | ﹤0.01% | 525 |
|
2022
Q3 | – | Sell |
-8,400
| Closed | -$171K | – | 396 |
|
2022
Q2 | $171K | Hold |
8,400
| – | – | ﹤0.01% | 596 |
|
2022
Q1 | $184K | Buy |
+8,400
| New | +$184K | ﹤0.01% | 582 |
|