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Orgel Wealth Management’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History

Orgel Wealth Management’s Portfolio PDBC Stock Details PDBC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-141,936
Closed -$2.36M – 42
2019
Q1 		$2.36M Buy
141,936
+18,693
+15% +$311K 0.8% 14
2018
Q4 		$1.86M Buy
123,243
+30,527
+33% +$460K 0.56% 18
2018
Q3 		$1.74M Buy
+92,716
New +$1.74M 0.76% 9