Obermeyer Wealth Partners’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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2018
Q4 | $1.21M | Sell |
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2018
Q3 | $1.38M | Sell |
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2018
Q2 | $1.64M | Hold |
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2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $1.82M | Sell |
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2017
Q3 | $2.02M | Sell |
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|
2017
Q2 | $2.22M | Sell |
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2017
Q1 | $2.25M | Sell |
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2016
Q4 | $2.39M | Sell |
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2016
Q3 | $2.89M | Sell |
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|
2016
Q2 | $2.98M | Sell |
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2016
Q1 | $3.43M | Sell |
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|
2015
Q4 | $3.8M | Sell |
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|
2015
Q3 | $4.14M | Sell |
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|
2015
Q2 | $4.55M | Buy |
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|
2015
Q1 | $4.4M | Buy |
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|
2014
Q4 | $4.25M | Buy |
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|
2014
Q3 | $3.58M | Buy |
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|
2014
Q2 | $2.8M | Buy |
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|
2014
Q1 | $2.65M | Buy |
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|
2013
Q4 | $2.53M | Buy |
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|
2013
Q3 | $2.22M | Hold |
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|
2013
Q2 | $2.17M | Buy |
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