BerganKDV Wealth Management’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

BerganKDV Wealth Management’s Portfolio OIL Stock Details OIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,750	Closed	-$11K	–	1146
2020 Q1	$11K	Buy	+2,750	New	+$26K	﹤0.01%	488
2019 Q1	–	Sell	-12,955	Closed	-$12K	–	766
2018 Q4	$12K	Buy	+12,955	New	+$159K	﹤0.01%	461

Other funds holding OIL

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BerganKDV Wealth Management's OIL Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of iPath Series B S&P GSCI Crude Oil ETN (OIL) in Q2 2020, closing a stake of 2,750 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in OIL in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 1 fund tracked by Wall St. Rank holds OIL as of Q2 2020.

BerganKDV Wealth Management reported no remaining iPath Series B S&P GSCI Crude Oil ETN position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 2,750 iPath Series B S&P GSCI Crude Oil ETN shares in Q2 2020, an estimated $11K.
BerganKDV Wealth Management first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q4 2018 and held it in 2 quarters.
BerganKDV Wealth Management's iPath Series B S&P GSCI Crude Oil ETN position peaked at $12K in Q4 2018.
1 fund tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.