Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-500
| Closed | -$4K | – | 1113 |
|
|
2015
Q3 | $4K | Sell |
500
-472
| -49% | -$3.78K | ﹤0.01% | 866 |
|
|
2015
Q2 | $11K | Hold |
972
| – | – | ﹤0.01% | 650 |
|
|
2015
Q1 | $10K | Buy |
972
+472
| +94% | +$4.86K | ﹤0.01% | 702 |
|
|
2014
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 742 |
|
|
2014
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 684 |
|
|
2014
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 631 |
|
|
2014
Q1 | $12K | Hold |
500
| – | – | 0.01% | 616 |
|
|
2013
Q4 | $12K | Hold |
500
| – | – | 0.01% | 564 |
|
|
2013
Q3 | $12K | Hold |
500
| – | – | 0.01% | 576 |
|
|
2013
Q2 | $11K | Buy |
+500
| New | +$11K | 0.01% | 578 |
|