Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-739
Closed -$18.4K – 138
2023
Q3 		$18.4K Buy
+739
New +$18.1K ﹤0.01% 274

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Legacy Financial Group (Iowa)'s DBC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2023, closing a stake of 739 shares — an estimated $18.4K sold.

Legacy Financial Group (Iowa) first reported a position in DBC in Q3 2023 and held it in 1 quarter. The position peaked at $18.4K in Q3 2023. 239 funds tracked by Wall St. Rank hold DBC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 739 Invesco DB Commodity Index Tracking Fund shares in Q4 2023, an estimated $18.4K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco DB Commodity Index Tracking Fund position peaked at $18.4K in Q3 2023.
  • 239 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.