Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,046
| Closed | -$230K | – | 1937 |
|
|
2023
Q3 | $230K | Sell |
13,046
-8,922
| -41% | -$157K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $310K | Sell |
21,968
-1,428
| -6% | -$20.2K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $341K | Hold |
23,396
| – | – | 0.01% | 1335 |
|
|
2022
Q4 | $356K | Sell |
23,396
-5,883
| -20% | -$89.5K | 0.01% | 1256 |
|
|
2022
Q3 | $444K | Sell |
29,279
-1,850
| -6% | -$28.1K | 0.01% | 1081 |
|
|
2022
Q2 | $568K | Buy |
31,129
+2,445
| +9% | +$44.6K | 0.01% | 882 |
|
|
2022
Q1 | $497K | Buy |
+28,684
| New | +$497K | 0.01% | 1073 |
|