AE Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,351
| Closed | -$491K | – | 1736 |
|
|
2022
Q1 | $491K | Sell |
28,351
-3,809
| -12% | -$66K | ﹤0.01% | 1238 |
|
|
2021
Q4 | $436K | Buy |
32,160
+6,825
| +27% | +$92.5K | ﹤0.01% | 1296 |
|
|
2021
Q3 | $348K | Sell |
25,335
-7,300
| -22% | -$100K | ﹤0.01% | 1301 |
|
|
2021
Q2 | $421K | Buy |
+32,635
| New | +$421K | ﹤0.01% | 1208 |
|