WealthShield Partners’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
Q1 | – | Sell |
-1,800
| Closed | -$25K | – | 484 |
|
|
2023
Q4 | $25K | Hold |
1,800
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $31.8K | Hold |
1,800
| – | – | ﹤0.01% | 391 |
|
|
2023
Q2 | $25.4K | Hold |
1,800
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $26.2K | Buy |
+1,800
| New | +$26.2K | ﹤0.01% | 405 |
|
|
2022
Q3 | – | Sell |
-62,659
| Closed | -$1.14M | – | 297 |
|
|
2022
Q2 | $1.14M | Sell |
62,659
-22,210
| -26% | -$405K | 0.23% | 116 |
|
|
2022
Q1 | $1.47M | Buy |
84,869
+10,527
| +14% | +$182K | 0.24% | 103 |
|
|
2021
Q4 | $1.01M | Sell |
74,342
-3,769
| -5% | -$51.1K | 0.17% | 131 |
|
|
2021
Q3 | $1.07M | Sell |
78,111
-5,946
| -7% | -$81.6K | 0.29% | 77 |
|
|
2021
Q2 | $1.08M | Sell |
84,057
-7,794
| -8% | -$100K | 0.17% | 93 |
|
|
2021
Q1 | $966K | Buy |
+91,851
| New | +$966K | 0.17% | 101 |
|