EP Wealth Advisors’s Invesco DB Energy Fund DBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,200
| Closed | -$209K | – | 652 |
|
|
2022
Q4 | $209K | Sell |
9,200
-1,000
| -10% | -$22.7K | ﹤0.01% | 543 |
|
|
2022
Q3 | $231K | Hold |
10,200
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $267K | Hold |
10,200
| – | – | 0.01% | 507 |
|
|
2022
Q1 | $235K | Buy |
+10,200
| New | +$235K | 0.01% | 534 |
|