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LWM Advisory Services’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

LWM Advisory Services’s Portfolio DBMF Stock Details DBMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,788
Closed -$692K – 81
2022
Q4 		$692K Buy
23,788
+1,852
+8% +$53.9K 0.77% 27
2022
Q3 		$745K Buy
21,936
+973
+5% +$33K 0.84% 29
2022
Q2 		$679K Buy
+20,963
New +$679K 0.81% 31