Creative Planning’s DB Crude Oil Long Exchange Traded Notes due June 1, 2038 OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-15,082
| Closed | -$77K | – | 2058 |
|
|
2017
Q4 | $77K | Buy |
+15,082
| New | +$77K | ﹤0.01% | 1746 |
|
|
2016
Q3 | – | Sell |
-481
| Closed | -$2K | – | 4757 |
|
|
2016
Q2 | $2K | Hold |
481
| – | – | ﹤0.01% | 4016 |
|
|
2016
Q1 | $3K | Hold |
481
| – | – | ﹤0.01% | 3830 |
|
|
2015
Q4 | $2K | Buy |
+481
| New | +$2K | ﹤0.01% | 4051 |
|