Cornerstone 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-13,500
| Closed | -$193K | – | 653 |
|
2025
Q1 | $193K | Hold |
13,500
| – | – | 0.01% | 582 |
|
2024
Q4 | $193K | Sell |
13,500
-165
| -1% | -$2.36K | 0.01% | 563 |
|
2024
Q3 | $191K | Hold |
13,665
| – | – | 0.01% | 548 |
|
2024
Q2 | $217K | Hold |
13,665
| – | – | 0.02% | 509 |
|
2024
Q1 | $212K | Hold |
13,665
| – | – | 0.02% | 507 |
|
2023
Q4 | $190K | Buy |
+13,665
| New | +$190K | 0.02% | 504 |
|