WFG Advisors’s DB Crude Oil Long Exchange Traded Notes due June 1, 2038 OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,000
| Closed | -$31K | – | 1869 |
|
|
2016
Q3 | $31K | Hold |
7,000
| – | – | 0.01% | 834 |
|
|
2016
Q2 | $33K | Hold |
7,000
| – | – | 0.01% | 809 |
|
|
2016
Q1 | $39K | Hold |
7,000
| – | – | 0.01% | 735 |
|
|
2015
Q4 | $32K | Hold |
7,000
| – | – | 0.01% | 784 |
|
|
2015
Q3 | $41K | Hold |
7,000
| – | – | 0.01% | 705 |
|
|
2015
Q2 | $52K | Hold |
7,000
| – | – | 0.01% | 715 |
|
|
2015
Q1 | $48K | Buy |
+7,000
| New | +$48K | 0.01% | 749 |
|