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

ShoreHaven Wealth Partners’s Portfolio PDBC Stock Details PDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,632
Closed -$97K – 198
2021
Q1 		$97K Sell
5,632
-1,152
-17% -$19.4K 0.05% 85
2020
Q4 		$104K Buy
+6,784
New +$96.5K 0.06% 74

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ShoreHaven Wealth Partners's PDBC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) in Q2 2021, closing a stake of 5,632 shares — an estimated $97K sold.

ShoreHaven Wealth Partners first reported a position in PDBC in Q4 2020 and held it in 2 quarters. The position peaked at $104K in Q4 2020. 311 funds tracked by Wall St. Rank hold PDBC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 5,632 Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF shares in Q2 2021, an estimated $97K.
  • ShoreHaven Wealth Partners first reported a position in Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF position peaked at $104K in Q4 2020.
  • 311 funds tracked by Wall St. Rank held Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.