MWM
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 |
|