Foundations Investment Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,591
Closed -$385K 761
2024
Q1
$385K Sell
18,591
-1,122
-6% -$23.2K 0.01% 524
2023
Q4
$386K Buy
+19,713
New +$386K 0.01% 491
2022
Q4
Sell
-22,611
Closed -$512K 446
2022
Q3
$512K Buy
+22,611
New +$512K 0.02% 247