Golden State Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-165
| Closed | -$3.06K | – | 1594 |
|
2024
Q4 | $3.06K | Buy |
+165
| New | +$3.06K | ﹤0.01% | 1196 |
|
2020
Q4 | – | Sell |
-1,025
| Closed | -$10K | – | 270 |
|
2020
Q3 | $10K | Buy |
+1,025
| New | +$10K | ﹤0.01% | 401 |
|
2020
Q2 | – | Sell |
-3,565
| Closed | -$29K | – | 322 |
|
2020
Q1 | $29K | Buy |
+3,565
| New | +$29K | 0.01% | 446 |
|