B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,304
| Closed | -$147K | – | 405 |
|
|
2018
Q4 | $147K | Hold |
17,304
| – | – | 0.03% | 316 |
|
|
2018
Q3 | $233K | Buy |
+17,304
| New | +$233K | 0.06% | 260 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$14K | – | 269 |
|
|
2015
Q2 | $14K | Hold |
1,000
| – | – | 0.01% | 672 |
|
|
2015
Q1 | $13K | Sell |
1,000
-75
| -7% | -$975 | 0.01% | 706 |
|
|
2014
Q4 | $16K | Buy |
1,075
+1,000
| +1,333% | +$14.9K | 0.01% | 640 |
|
|
2014
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 978 |
|
|
2014
Q2 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1024 |
|