Acorn Wealth Advisors’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,370
| Closed | -$575K | – | 263 |
|
|
2025
Q1 | $575K | Hold |
9,370
| – | – | 0.24% | 93 |
|
|
2024
Q4 | $614K | Hold |
9,370
| – | – | 0.25% | 85 |
|
|
2024
Q3 | $610K | Hold |
9,370
| – | – | 0.26% | 80 |
|
|
2024
Q2 | $696K | Hold |
9,370
| – | – | 0.34% | 67 |
|
|
2024
Q1 | $723K | Hold |
9,370
| – | – | 0.38% | 63 |
|
|
2023
Q4 | $653K | Hold |
9,370
| – | – | 0.39% | 60 |
|
|
2023
Q3 | $789K | Hold |
9,370
| – | – | 0.53% | 43 |
|
|
2023
Q2 | $693K | Hold |
9,370
| – | – | 0.47% | 49 |
|
|
2023
Q1 | $729K | Buy |
+9,370
| New | +$729K | 0.54% | 42 |
|
|
2022
Q4 | – | Sell |
-9,650
| Closed | -$786K | – | 167 |
|
|
2022
Q3 | $786K | Buy |
9,650
+8,901
| +1,188% | +$725K | 0.64% | 37 |
|
|
2022
Q2 | $77K | Hold |
749
| – | – | 0.06% | 159 |
|
|
2022
Q1 | $82K | Buy |
+749
| New | +$82K | 0.06% | 171 |
|