HWA
HHM Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13,262
| Closed | -$380K | – | 799 |
|
2024
Q1 | $380K | Buy |
+13,262
| New | +$380K | 0.06% | 91 |
|
2023
Q4 | – | Sell |
-11,669
| Closed | -$337K | – | 751 |
|
2023
Q3 | $337K | Hold |
11,669
| – | – | 0.07% | 88 |
|
2023
Q2 | $322K | Buy |
+11,669
| New | +$322K | 0.06% | 101 |
|
2023
Q1 | – | Sell |
-12,457
| Closed | -$363K | – | 816 |
|
2022
Q4 | $363K | Buy |
+12,457
| New | +$363K | 0.08% | 81 |
|