WesMark Tactical Opportunity Fund PDBC Holdings History
WesMark Tactical Opportunity Fund's Invesco Optimum Yield Diversified Commodity Holding Summary
As of 2025-03-31, WESMARK FUNDS held 156,995.00 shares of Invesco Optimum Yield Diversified Commodity(PDBC), totaling $2.14 Mil. This investment constitutes 4.69% of their stock portfolio, and WESMARK FUNDS now holds 0.05% of the outstanding Invesco Optimum Yield Diversified Commodity(PDBC) stock.
The initial trade took place in 2021Q4. And since then WesMark Tactical Opportunity Fund has made 3 purchases of PDBC, at an average price of $14.54, for a total of 195,756.00 shares. In addition, there have been 3 sales at an average price of $16.90 for 38,761.00 shares. Based on historical transaction data and PDBC's current price of $13.03, WesMark Tactical Opportunity Fund's estimated gain on his PDBC holdings is $-146,575.74, reflecting a -5.15% gain to date.
WesMark Tactical Opportunity Fund PDBC ($13.03) Holding Chart
WesMark Tactical Opportunity Fund PDBC ($13.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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