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.