United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,949
| Closed | -$139K | – | 1401 |
|
|
2018
Q2 | $139K | Sell |
15,949
-144,855
| -90% | -$1.26M | ﹤0.01% | 1255 |
|
|
2018
Q1 | $1.18M | Sell |
160,804
-11,317
| -7% | -$82.7K | 0.01% | 735 |
|
|
2017
Q4 | $1.13M | Buy |
172,121
+159,301
| +1,243% | +$1.04M | 0.01% | 753 |
|
|
2017
Q3 | $69K | Sell |
12,820
-497
| -4% | -$2.68K | ﹤0.01% | 1287 |
|
|
2017
Q2 | $65K | Sell |
13,317
-133,464
| -91% | -$651K | ﹤0.01% | 1254 |
|
|
2017
Q1 | $819K | Buy |
146,781
+118,676
| +422% | +$662K | 0.01% | 799 |
|
|
2016
Q4 | $178K | Sell |
28,105
-610,126
| -96% | -$3.86M | ﹤0.01% | 1199 |
|
|
2016
Q3 | $3.72M | Buy |
638,231
+214,444
| +51% | +$1.25M | 0.04% | 445 |
|
|
2016
Q2 | $2.54M | Buy |
423,787
+49,822
| +13% | +$299K | 0.03% | 508 |
|
|
2016
Q1 | $1.92M | Buy |
373,965
+149,464
| +67% | +$765K | 0.02% | 544 |
|
|
2015
Q4 | $1.4M | Buy |
224,501
+107,387
| +92% | +$669K | 0.02% | 616 |
|
|
2015
Q3 | $991K | Buy |
117,114
+86,554
| +283% | +$732K | 0.01% | 689 |
|
|
2015
Q2 | $368K | Buy |
+30,560
| New | +$368K | ﹤0.01% | 1020 |
|