Valeo Financial Advisors’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
Q4 | – | Sell |
-10,911
| Closed | -$152K | – | 702 |
|
|
2024
Q3 | $152K | Hold |
10,911
| – | – | ﹤0.01% | 660 |
|
|
2024
Q2 | $173K | Buy |
+10,911
| New | +$173K | 0.01% | 616 |
|
|
2020
Q3 | – | Sell |
-16,118
| Closed | -$113K | – | 1656 |
|
|
2020
Q2 | $113K | Sell |
16,118
-1,123
| -7% | -$7.87K | 0.01% | 457 |
|
|
2020
Q1 | $107K | Buy |
+17,241
| New | +$107K | 0.01% | 403 |
|
|
2018
Q4 | – | Sell |
-15,000
| Closed | -$183K | – | 1529 |
|
|
2018
Q3 | $183K | Buy |
+15,000
| New | +$183K | 0.02% | 287 |
|