B. Riley 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
Q2 | $184K | Buy |
+13,950
| New | +$184K | 0.01% | 877 |
|
|
2024
Q4 | $343K | Hold |
23,950
| – | – | 0.01% | 823 |
|
|
2024
Q3 | $335K | Sell |
23,950
-400
| -2% | -$5.59K | 0.01% | 902 |
|
|
2024
Q2 | $386K | Buy |
24,350
+400
| +2% | +$6.34K | 0.01% | 921 |
|
|
2024
Q1 | $423K | Sell |
23,950
-600
| -2% | -$10.6K | 0.01% | 882 |
|
|
2023
Q4 | $341K | Buy |
24,550
+600
| +3% | +$8.35K | 0.01% | 993 |
|
|
2023
Q3 | $423K | Hold |
23,950
| – | – | 0.01% | 882 |
|
|
2023
Q2 | $338K | Hold |
23,950
| – | – | 0.01% | 1054 |
|
|
2023
Q1 | $349K | Sell |
23,950
-2,000
| -8% | -$29.1K | 0.01% | 987 |
|
|
2022
Q4 | $395K | Buy |
25,950
+1,033
| +4% | +$15.7K | 0.01% | 889 |
|
|
2022
Q3 | $379K | Sell |
24,917
-1,533
| -6% | -$23.3K | 0.01% | 885 |
|
|
2022
Q2 | $483K | Buy |
26,450
+1,150
| +5% | +$21K | 0.02% | 673 |
|
|
2022
Q1 | $439K | Sell |
25,300
-3,000
| -11% | -$52.1K | 0.01% | 819 |
|
|
2021
Q4 | $384K | Sell |
28,300
-23,800
| -46% | -$323K | 0.01% | 949 |
|
|
2021
Q3 | $715K | Sell |
52,100
-2,000
| -4% | -$27.4K | 0.02% | 632 |
|
|
2021
Q2 | $698K | Sell |
54,100
-1,500
| -3% | -$19.4K | 0.02% | 639 |
|
|
2021
Q1 | $585K | Hold |
55,600
| – | – | 0.02% | 659 |
|
|
2020
Q4 | $469K | Buy |
55,600
+3,000
| +6% | +$25.3K | 0.03% | 555 |
|
|
2020
Q3 | $379K | Hold |
52,600
| – | – | 0.02% | 636 |
|
|
2020
Q2 | $368K | Buy |
52,600
+23,800
| +83% | +$167K | 0.02% | 558 |
|
|
2020
Q1 | $177K | Buy |
28,800
+1,000
| +4% | +$6.15K | 0.02% | 689 |
|
|
2019
Q4 | $297K | Hold |
27,800
| – | – | 0.03% | 603 |
|
|
2019
Q3 | $263K | Hold |
27,800
| – | – | 0.03% | 634 |
|
|
2019
Q2 | $280K | Sell |
27,800
-19,775
| -42% | -$199K | 0.03% | 590 |
|
|
2019
Q1 | $501K | Sell |
47,575
-7,524
| -14% | -$79.2K | 0.06% | 344 |
|
|
2018
Q4 | $467K | Sell |
55,099
-1,659
| -3% | -$14.1K | 0.07% | 317 |
|
|
2018
Q3 | $766K | Buy |
56,758
+708
| +1% | +$9.56K | 0.09% | 236 |
|
|
2018
Q2 | $699K | Buy |
56,050
+1,500
| +3% | +$18.7K | 0.09% | 240 |
|
|
2018
Q1 | $610K | Hold |
54,550
| – | – | 0.09% | 257 |
|
|
2017
Q4 | $554K | Hold |
54,550
| – | – | 0.07% | 290 |
|
|
2017
Q3 | $480K | Sell |
54,550
-4,000
| -7% | -$35.2K | 0.08% | 270 |
|
|
2017
Q2 | $473K | Sell |
58,550
-10,500
| -15% | -$84.8K | 0.09% | 265 |
|
|
2017
Q1 | $607K | Sell |
69,050
-17,250
| -20% | -$152K | 0.12% | 206 |
|
|
2016
Q4 | $836K | Sell |
86,300
-3,000
| -3% | -$29.1K | 0.17% | 146 |
|
|
2016
Q3 | $793K | Buy |
89,300
+1,500
| +2% | +$13.3K | 0.16% | 169 |
|
|
2016
Q2 | $805K | Buy |
87,800
+3,300
| +4% | +$30.3K | 0.16% | 160 |
|
|
2016
Q1 | $657K | Buy |
84,500
+10,300
| +14% | +$80.1K | 0.15% | 164 |
|
|
2015
Q4 | $672K | Sell |
74,200
-4,000
| -5% | -$36.2K | 0.14% | 186 |
|
|
2015
Q3 | $888K | Buy |
78,200
+11,700
| +18% | +$133K | 0.21% | 126 |
|
|
2015
Q2 | $971K | Sell |
66,500
-14,000
| -17% | -$204K | 0.24% | 107 |
|
|
2015
Q1 | $1.09M | Buy |
80,500
+79,000
| +5,267% | +$1.07M | 0.26% | 97 |
|
|
2014
Q4 | $24 | Buy |
+1,500
| New | +$24 | ﹤0.01% | 2458 |
|