Sard Wealth Management Group’s Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
16,065
| – | – | 0.13% | 46 |
|
|
2025
Q1 | $219K | Hold |
16,065
| – | – | 0.15% | 45 |
|
|
2024
Q4 | $209K | Sell |
16,065
-4,247
| -21% | -$55.2K | 0.14% | 44 |
|
|
2024
Q3 | $273K | Sell |
20,312
-1,903
| -9% | -$25.6K | 0.18% | 36 |
|
|
2024
Q2 | $312K | Hold |
22,215
| – | – | 0.22% | 33 |
|
|
2024
Q1 | $308K | Sell |
22,215
-301
| -1% | -$4.18K | 0.28% | 31 |
|
|
2023
Q4 | $299K | Buy |
+22,516
| New | +$299K | 0.3% | 30 |
|