AWS
AJ Wealth Strategies’s Invesco DB Oil Fund DBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $298K | Hold |
21,116
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $308K | Hold |
21,116
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $321K | Hold |
21,116
| – | – | 0.02% | 224 |
|
|
2022
Q3 | $321K | Hold |
21,116
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $385K | Hold |
21,116
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $366K | Buy |
+21,116
| New | +$366K | 0.02% | 234 |
|
|
2021
Q2 | – | Sell |
-13,773
| Closed | -$145K | – | 274 |
|
|
2021
Q1 | $145K | Sell |
13,773
-303,979
| -96% | -$3.2M | 0.01% | 252 |
|
|
2020
Q4 | $2.68M | Buy |
317,752
+84,314
| +36% | +$711K | 0.23% | 47 |
|
|
2020
Q3 | $1.68M | Buy |
233,438
+95,453
| +69% | +$686K | 0.17% | 59 |
|
|
2020
Q2 | $965K | Buy |
+137,985
| New | +$965K | 0.11% | 82 |
|