EWM
Evermay 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
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09K | Hold |
160
| – | – | ﹤0.01% | 502 |
|
|
2025
Q1 | $2.18K | Sell |
160
-31
| -16% | -$423 | ﹤0.01% | 513 |
|
|
2024
Q4 | $2.48K | Hold |
191
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $2.57K | Hold |
191
| – | – | ﹤0.01% | 532 |
|
|
2024
Q2 | $2.68K | Hold |
191
| – | – | ﹤0.01% | 526 |
|
|
2024
Q1 | $2.65K | Sell |
191
-315
| -62% | -$4.37K | ﹤0.01% | 526 |
|
|
2023
Q4 | $6.73K | Buy |
506
+225
| +80% | +$2.99K | ﹤0.01% | 472 |
|
|
2023
Q3 | $4.2K | Sell |
281
-20
| -7% | -$299 | ﹤0.01% | 472 |
|
|
2023
Q2 | $4.1K | Hold |
301
| – | – | ﹤0.01% | 468 |
|
|
2023
Q1 | $4.28K | Sell |
301
-52
| -15% | -$740 | ﹤0.01% | 461 |
|
|
2022
Q4 | $5.22K | Sell |
353
-1,019
| -74% | -$15.1K | ﹤0.01% | 455 |
|
|
2022
Q3 | $22K | Sell |
1,372
-351
| -20% | -$5.63K | ﹤0.01% | 345 |
|
|
2022
Q2 | $31K | Sell |
1,723
-5,372
| -76% | -$96.7K | 0.01% | 313 |
|
|
2022
Q1 | $125K | Buy |
7,095
+7,014
| +8,659% | +$124K | 0.02% | 230 |
|
|
2021
Q4 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 493 |
|