MWA
MFA Wealth Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7
| Closed | -$447 | – | 147 |
|
2024
Q3 | $447 | Hold |
7
| – | – | ﹤0.01% | 478 |
|
2024
Q2 | $401 | Buy |
+7
| New | +$401 | ﹤0.01% | 499 |
|
2020
Q3 | – | Sell |
-411
| Closed | -$19.7K | – | 77 |
|
2020
Q2 | $19.7K | Sell |
411
-24,060
| -98% | -$1.15M | 0.01% | 120 |
|
2020
Q1 | $997K | Buy |
+24,471
| New | +$997K | 0.97% | 29 |
|
2019
Q2 | – | Sell |
-23,648
| Closed | -$846K | – | 43 |
|
2019
Q1 | $846K | Buy |
+23,648
| New | +$846K | 0.56% | 31 |
|
2018
Q4 | – | Sell |
-24,262
| Closed | -$831K | – | 43 |
|
2018
Q3 | $831K | Buy |
24,262
+359
| +2% | +$12.3K | 0.62% | 32 |
|
2018
Q2 | $827K | Buy |
23,903
+1,123
| +5% | +$38.9K | 0.54% | 34 |
|
2018
Q1 | $860K | Buy |
22,780
+489
| +2% | +$18.5K | 0.65% | 29 |
|
2017
Q4 | $878K | Buy |
+22,291
| New | +$878K | 0.6% | 34 |
|