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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $1.18M | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $69K | Sell |
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|
2017
Q2 | $65K | Sell |
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|
2017
Q1 | $819K | Buy |
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|
2016
Q4 | $178K | Sell |
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|
2016
Q3 | $3.72M | Buy |
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|
2016
Q2 | $2.54M | Buy |
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|
2016
Q1 | $1.92M | Buy |
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|
2015
Q4 | $1.4M | Buy |
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|
2015
Q3 | $991K | Buy |
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|
2015
Q2 | $368K | Buy |
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