KWM
Kingsview Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,060
| Closed | -$238K | – | 829 |
|
|
2022
Q2 | $238K | Sell |
13,060
-1,800
| -12% | -$32.8K | 0.01% | 719 |
|
|
2022
Q1 | $257K | Sell |
14,860
-70
| -0.5% | -$1.21K | 0.01% | 740 |
|
|
2021
Q4 | $202K | Hold |
14,930
| – | – | 0.01% | 842 |
|
|
2021
Q3 | $205K | Sell |
14,930
-6,040
| -29% | -$82.9K | 0.01% | 794 |
|
|
2021
Q2 | $273K | Buy |
20,970
+610
| +3% | +$7.94K | 0.01% | 725 |
|
|
2021
Q1 | $222K | Buy |
+20,360
| New | +$222K | 0.01% | 735 |
|