MWM
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Modern Wealth Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
60,840
-16,665
-22% -$323K 0.03% 336
2025
Q1
$1.49M Buy
77,505
+13,810
+22% +$265K 0.05% 246
2024
Q4
$1.2M Buy
63,695
+4,405
+7% +$83K 0.04% 237
2024
Q3
$1.23M Buy
59,290
+1,565
+3% +$32.5K 0.08% 145
2024
Q2
$1.16M Buy
+57,725
New +$1.16M 0.09% 129