Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-124,573
| Closed | -$1.78M | – | 736 |
|
|
2024
Q4 | $1.78M | Buy |
+124,573
| New | +$1.78M | 0.13% | 168 |
|
|
2024
Q3 | – | Sell |
-65,662
| Closed | -$1.04M | – | 739 |
|
|
2024
Q2 | $1.04M | Buy |
65,662
+15,050
| +30% | +$238K | 0.09% | 225 |
|
|
2024
Q1 | $787K | Buy |
50,612
+1,929
| +4% | +$30K | 0.07% | 242 |
|
|
2023
Q4 | $677K | Buy |
+48,683
| New | +$677K | 0.05% | 330 |
|
|
2023
Q3 | – | Sell |
-29,563
| Closed | -$417K | – | 546 |
|
|
2023
Q2 | $417K | Buy |
+29,563
| New | +$417K | 0.04% | 405 |
|
|
2014
Q3 | – | Sell |
-15,705
| Closed | -$483K | – | 136 |
|
|
2014
Q2 | $483K | Buy |
+15,705
| New | +$483K | 0.38% | 68 |
|