Global Retirement Partners’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,405
| Closed | -$40K | – | 1626 |
|
|
2018
Q1 | $40K | Sell |
5,405
-2,000
| -27% | -$14.8K | 0.01% | 587 |
|
|
2017
Q4 | $48K | Buy |
7,405
+5,405
| +270% | +$35K | 0.01% | 504 |
|
|
2017
Q3 | $11K | Hold |
2,000
| – | – | ﹤0.01% | 823 |
|
|
2017
Q2 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 804 |
|
|
2017
Q1 | $11K | Hold |
2,000
| – | – | 0.01% | 732 |
|
|
2016
Q4 | $13K | Buy |
+2,000
| New | +$13K | 0.01% | 632 |
|