SWM
Stapp Wealth Management’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,622
| Closed | -$394K | – | 24 |
|
|
2023
Q3 | $394K | Buy |
13,622
+1,484
| +12% | +$42.9K | 0.76% | 17 |
|
|
2023
Q2 | $335K | Buy |
12,138
+301
| +3% | +$8.32K | 0.66% | 20 |
|
|
2023
Q1 | $311K | Buy |
+11,837
| New | +$311K | 0.43% | 19 |
|
|
2022
Q4 | – | Sell |
-1,283
| Closed | -$44K | – | 43 |
|
|
2022
Q3 | $44K | Buy |
+1,283
| New | +$44K | 0.13% | 31 |
|