FWM
Finer Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,245
| Closed | -$266K | – | 83 |
|
|
2023
Q1 | $266K | Sell |
18,245
-1,323
| -7% | -$19.3K | 0.22% | 71 |
|
|
2022
Q4 | $298K | Sell |
19,568
-310
| -2% | -$4.72K | 0.28% | 69 |
|
|
2022
Q3 | $302K | Sell |
19,878
-673
| -3% | -$10.2K | 0.3% | 65 |
|
|
2022
Q2 | $375K | Sell |
20,551
-2,182
| -10% | -$39.8K | 0.34% | 59 |
|
|
2022
Q1 | $394K | Sell |
22,733
-251
| -1% | -$4.35K | 0.32% | 61 |
|
|
2021
Q4 | $311K | Buy |
+22,984
| New | +$311K | 0.26% | 68 |
|