SPW
Sonoma Private Wealth’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $424K | Sell |
19,456
-1,507
| -7% | -$32.9K | 0.52% | 49 |
|
2025
Q1 | $472K | Sell |
20,963
-259
| -1% | -$5.83K | 0.65% | 45 |
|
2024
Q4 | $454K | Buy |
21,222
+6,420
| +43% | +$137K | 0.73% | 49 |
|
2024
Q3 | $330K | Buy |
14,802
+640
| +5% | +$14.3K | 0.51% | 70 |
|
2024
Q2 | $329K | Buy |
14,162
+470
| +3% | +$10.9K | 0.53% | 62 |
|
2024
Q1 | $315K | Buy |
+13,692
| New | +$315K | 0.51% | 69 |
|