Brown Miller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-32,321
| Closed | -$490K | – | 120 |
|
|
2022
Q3 | $490K | Sell |
32,321
-81
| -0.2% | -$1.23K | 0.35% | 63 |
|
|
2022
Q2 | $591K | Hold |
32,402
| – | – | 0.4% | 58 |
|
|
2022
Q1 | $561K | Sell |
32,402
-22
| -0.1% | -$381 | 0.32% | 62 |
|
|
2021
Q4 | $439K | Sell |
32,424
-4,004
| -11% | -$54.2K | 0.25% | 73 |
|
|
2021
Q3 | $499K | Hold |
36,428
| – | – | 0.31% | 66 |
|
|
2021
Q2 | $469K | Buy |
36,428
+14
| +0% | +$180 | 0.3% | 69 |
|
|
2021
Q1 | $383K | Buy |
+36,414
| New | +$383K | 0.27% | 78 |
|