Wealthcare Advisory Partners’s Invesco DB Oil Fund DBO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-222
Closed -$1K 531
2020
Q1
$1K Hold
222
﹤0.01% 1374
2019
Q4
$2K Hold
222
﹤0.01% 1249
2019
Q3
$2K Buy
+222
New +$2.17K ﹤0.01% 1203
2018
Q4
Sell
-1,150
Closed -$16K 1209
2018
Q3
$16K Buy
+1,150
New +$14.2K ﹤0.01% 730

Other funds holding DBO

Wealthcare Advisory Partners's DBO Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Invesco DB Oil Fund (DBO) in Q2 2020, closing a stake of 222 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in DBO in Q3 2018 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 65 funds tracked by Wall St. Rank hold DBO as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Invesco DB Oil Fund position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 222 Invesco DB Oil Fund shares in Q2 2020, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Invesco DB Oil Fund in Q3 2018 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Invesco DB Oil Fund position peaked at $16K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.