US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-26,440
| Closed | -$164K | – | 670 |
|
|
2015
Q4 | $164K | Buy |
26,440
+2,000
| +8% | +$12.4K | 0.16% | 71 |
|
|
2015
Q3 | $207K | Buy |
24,440
+640
| +3% | +$5.42K | 0.34% | 53 |
|
|
2015
Q2 | $287K | Buy |
23,800
+3,100
| +15% | +$37.4K | 0.27% | 44 |
|
|
2015
Q1 | $208K | Buy |
20,700
+10,000
| +93% | +$100K | 0.19% | 55 |
|
|
2014
Q4 | $134K | Buy |
+10,700
| New | +$134K | 0.12% | 62 |
|