IWA
IBEX Wealth Advisors’s Invesco DB Base Metals Fund DBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-25,878
| Closed | -$471K | – | 92 |
|
|
2018
Q2 | $471K | Hold |
25,878
| – | – | 0.19% | 82 |
|
|
2018
Q1 | $471K | Sell |
25,878
-15
| -0.1% | -$273 | 0.19% | 81 |
|
|
2017
Q4 | $495K | Buy |
25,893
+545
| +2% | +$10.4K | 0.22% | 71 |
|
|
2017
Q3 | $472K | Buy |
25,348
+1,856
| +8% | +$34.6K | 0.17% | 97 |
|
|
2017
Q2 | $380K | Buy |
+23,492
| New | +$380K | 0.15% | 104 |
|
|
2017
Q1 | – | Sell |
-21,585
| Closed | -$344K | – | 139 |
|
|
2016
Q4 | $344K | Buy |
+21,585
| New | +$344K | 0.16% | 97 |
|