Zhang Financial’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $124K | Sell |
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|
2018
Q1 | $360K | Sell |
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|
2017
Q4 | $532K | Sell |
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|
2017
Q3 | $495K | Sell |
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|
2017
Q2 | $725K | Buy |
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|
2017
Q1 | $557K | Sell |
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|
2016
Q4 | $2.12M | Sell |
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|
2016
Q3 | $2.07M | Sell |
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2016
Q2 | $2.41M | Sell |
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|
2016
Q1 | $2.01M | Sell |
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|
2015
Q4 | $2.47M | Sell |
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|
2015
Q3 | $3.43M | Sell |
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|
2015
Q2 | $4.88M | Sell |
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|
2015
Q1 | $4.2M | Buy |
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|
2014
Q4 | $2.82M | Buy |
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|
2014
Q3 | $4.14M | Sell |
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|
2014
Q2 | $4.79M | Buy |
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|
2014
Q1 | $4.49M | Buy |
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|
2013
Q4 | $4.32M | Hold |
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|
2013
Q3 | $4.53M | Buy |
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|
2013
Q2 | $4.17M | Buy |
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