KWM
DGL
Kingsview Wealth Management’s Invesco DB Gold Fund DGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-367,594
| Closed | -$18.7M | – | 962 |
|
|
2022
Q4 | $18.7M | Buy |
367,594
+288,041
| +362% | +$14.6M | 0.81% | 22 |
|
|
2022
Q3 | $3.73M | Sell |
79,553
-42,990
| -35% | -$2.01M | 0.18% | 134 |
|
|
2022
Q2 | $6.27M | Buy |
122,543
+57,722
| +89% | +$2.95M | 0.3% | 83 |
|
|
2022
Q1 | $3.58M | Sell |
64,821
-169,480
| -72% | -$9.37M | 0.16% | 143 |
|
|
2021
Q4 | $12.3M | Sell |
234,301
-15,891
| -6% | -$832K | 0.51% | 36 |
|
|
2021
Q3 | $12.6M | Buy |
250,192
+20,553
| +9% | +$1.04M | 0.6% | 27 |
|
|
2021
Q2 | $11.8M | Buy |
229,639
+97,187
| +73% | +$4.97M | 0.58% | 28 |
|
|
2021
Q1 | $6.62M | Buy |
+132,452
| New | +$6.62M | 0.38% | 58 |
|