Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,000
| Closed | -$123K | – | 829 |
|
|
2021
Q3 | $123K | Sell |
9,000
-18,574
| -67% | -$254K | 0.02% | 632 |
|
|
2021
Q2 | $355K | Buy |
27,574
+25,772
| +1,430% | +$332K | 0.04% | 409 |
|
|
2021
Q1 | $18K | Sell |
1,802
-52,908
| -97% | -$528K | ﹤0.01% | 999 |
|
|
2020
Q4 | $461K | Buy |
54,710
+34,456
| +170% | +$290K | 0.1% | 210 |
|
|
2020
Q3 | $147K | Buy |
20,254
+865
| +4% | +$6.3K | 0.07% | 221 |
|
|
2020
Q2 | $140K | Buy |
+19,389
| New | +$140K | 0.08% | 208 |
|
|
2020
Q1 | – | Sell |
-113
| Closed | -$1.02K | – | 1231 |
|
|
2019
Q4 | $1.02K | Buy |
+113
| New | +$1.02K | ﹤0.01% | 888 |
|