EverSource Wealth Advisors’s Invesco DB Gold Fund DGL Stock Holding History

EverSource Wealth Advisors’s Portfolio DGL Stock Details DGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-227	Closed	-$11.5K	–	2601
2022 Q4	$11.5K	Hold	227	–	–	﹤0.01%	1275
2022 Q3	$11K	Hold	227	–	–	﹤0.01%	1118
2022 Q2	$12K	Hold	227	–	–	﹤0.01%	1000
2022 Q1	$13K	Hold	227	–	–	﹤0.01%	895
2021 Q4	$12K	Buy	+227	New	+$11.7K	﹤0.01%	913

Other funds holding DGL

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's DGL Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Invesco DB Gold Fund (DGL) in Q1 2023, closing a stake of 227 shares — an estimated $11.5K sold.

EverSource Wealth Advisors first reported a position in DGL in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q1 2022. 1 fund tracked by Wall St. Rank holds DGL as of Q1 2023.

EverSource Wealth Advisors reported no remaining Invesco DB Gold Fund position as of Q1 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 227 Invesco DB Gold Fund shares in Q1 2023, an estimated $11.5K.
EverSource Wealth Advisors first reported a position in Invesco DB Gold Fund in Q4 2021 and held it in 5 quarters.
EverSource Wealth Advisors's Invesco DB Gold Fund position peaked at $13K in Q1 2022.
1 fund tracked by Wall St. Rank held Invesco DB Gold Fund as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.