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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $575K | Hold |
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|
2024
Q4 | $614K | Hold |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $696K | Hold |
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|
2024
Q1 | $723K | Hold |
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|
2023
Q4 | $653K | Hold |
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|
2023
Q3 | $789K | Hold |
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|
2023
Q2 | $693K | Hold |
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|
2023
Q1 | $729K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $786K | Buy |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $82K | Buy |
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