Avantax Advisory Services’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
Q2
$161K Sell
12,148
-583
-5% -$7.71K ﹤0.01% 2241
2025
Q1
$182K Sell
12,731
-727
-5% -$10.4K ﹤0.01% 2116
2024
Q4
$193K Sell
13,458
-244
-2% -$3.49K ﹤0.01% 2062
2024
Q3
$191K Sell
13,702
-110
-0.8% -$1.54K ﹤0.01% 2008
2024
Q2
$219K Sell
13,812
-263
-2% -$4.17K ﹤0.01% 1901
2024
Q1
$219K Buy
14,075
+502
+4% +$7.8K ﹤0.01% 1492
2023
Q4
$189K Buy
13,573
+969
+8% +$13.5K ﹤0.01% 1487
2023
Q3
$222K Sell
12,604
-3,031
-19% -$53.5K ﹤0.01% 1370
2023
Q2
$221K Sell
15,635
-1,253
-7% -$17.7K ﹤0.01% 1353
2023
Q1
$246K Sell
16,888
-69,709
-80% -$1.02M ﹤0.01% 1259
2022
Q4
$1.32M Buy
86,597
+73,083
+541% +$1.11M 0.02% 536
2022
Q3
$205K Buy
+13,514
New +$205K ﹤0.01% 1204
2022
Q1
Sell
-43,128
Closed -$584K 1297
2021
Q4
$584K Sell
43,128
-16,616
-28% -$225K 0.01% 708
2021
Q3
$819K Sell
59,744
-84,263
-59% -$1.16M 0.01% 550
2021
Q2
$1.86M Sell
144,007
-9,950
-6% -$128K 0.03% 341
2021
Q1
$1.62M Sell
153,957
-12,989
-8% -$137K 0.03% 329
2020
Q4
$1.41M Sell
166,946
-12,832
-7% -$108K 0.03% 329
2020
Q3
$1.29M Sell
179,778
-8,503
-5% -$61K 0.02% 465
2020
Q2
$1.31M Buy
188,281
+71,344
+61% +$498K 0.04% 296
2020
Q1
$716K Buy
116,937
+78,796
+207% +$482K 0.02% 356
2019
Q4
$407K Buy
38,141
+1,771
+5% +$18.9K 0.01% 537
2019
Q3
$344K Sell
36,370
-1,070
-3% -$10.1K 0.01% 400
2019
Q2
$376K Sell
37,440
-1,650
-4% -$16.6K 0.02% 351
2019
Q1
$411K Sell
39,090
-1
-0% -$11 0.02% 301
2018
Q4
$330K Buy
+39,091
New +$330K 0.06% 284