EWM
EPG Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,250
| Closed | -$76.1K | – | 430 |
|
|
2023
Q3 | $76.1K | Sell |
3,250
-622
| -16% | -$14.6K | 0.02% | 273 |
|
|
2023
Q2 | $76.7K | Hold |
3,872
| – | – | 0.02% | 272 |
|
|
2023
Q1 | $79.5K | Hold |
3,872
| – | – | 0.03% | 274 |
|
|
2022
Q4 | $87.8K | Hold |
3,872
| – | – | 0.03% | 241 |
|
|
2022
Q3 | $88K | Buy |
+3,872
| New | +$88K | 0.04% | 232 |
|
|
2022
Q2 | – | Sell |
-3,872
| Closed | -$89K | – | 235 |
|
|
2022
Q1 | $89K | Hold |
3,872
| – | – | 0.03% | 262 |
|
|
2021
Q4 | $66K | Hold |
3,872
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $66K | Buy |
+3,872
| New | +$66K | 0.03% | 259 |
|
|
2020
Q2 | – | Sell |
-3,872
| Closed | -$31K | – | 269 |
|
|
2020
Q1 | $31K | Hold |
3,872
| – | – | 0.02% | 338 |
|
|
2019
Q4 | $57K | Buy |
+3,872
| New | +$57K | 0.04% | 218 |
|