Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-400
| Closed | -$4K | – | 396 |
|
|
2016
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 942 |
|
|
2016
Q2 | $4K | Sell |
400
-3,282
| -89% | -$32.8K | ﹤0.01% | 950 |
|
|
2016
Q1 | $29K | Buy |
3,682
+3,282
| +821% | +$25.9K | 0.01% | 471 |
|
|
2015
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 966 |
|
|
2015
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 930 |
|
|
2015
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 903 |
|
|
2015
Q1 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 921 |
|