Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-266
| Closed | -$3.7K | – | 231 |
|
|
2023
Q4 | $3.7K | Buy |
+266
| New | +$3.7K | ﹤0.01% | 498 |
|
|
2022
Q3 | – | Sell |
-372
| Closed | -$6.79K | – | 214 |
|
|
2022
Q2 | $6.79K | Hold |
372
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $6.56K | Hold |
372
| – | – | ﹤0.01% | 577 |
|
|
2021
Q4 | $5K | Hold |
372
| – | – | ﹤0.01% | 652 |
|
|
2021
Q3 | $5K | Hold |
372
| – | – | ﹤0.01% | 607 |
|
|
2021
Q2 | $5K | Hold |
372
| – | – | ﹤0.01% | 602 |
|
|
2021
Q1 | $4K | Hold |
372
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $3K | Hold |
372
| – | – | ﹤0.01% | 600 |
|
|
2020
Q3 | $3K | Hold |
372
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $3K | Buy |
+372
| New | +$3K | ﹤0.01% | 526 |
|