TPWA
TRUE Private Wealth Advisors’s Invesco DB Energy Fund DBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-87
| Closed | -$1K | – | 335 |
|
|
2019
Q2 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 753 |
|
|
2018
Q4 | – | Sell |
-87
| Closed | -$1.58K | – | 393 |
|
|
2018
Q3 | $1.58K | Buy |
+87
| New | +$1.58K | ﹤0.01% | 1037 |
|
|
2017
Q2 | – | Sell |
-135,054
| Closed | -$1.75M | – | 154 |
|
|
2017
Q1 | $1.75M | Sell |
135,054
-7,440
| -5% | -$96.3K | 0.4% | 38 |
|
|
2016
Q4 | $1.9M | Buy |
142,494
+25,974
| +22% | +$346K | 0.46% | 28 |
|
|
2016
Q3 | $1.51M | Sell |
116,520
-115,019
| -50% | -$1.49M | 0.48% | 37 |
|
|
2016
Q2 | $2.91M | Buy |
+231,539
| New | +$2.91M | 0.97% | 23 |
|