Arkadios Wealth Advisors’s United States Oil Fund USO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42,033
| Closed | -$3.35M | – | 958 |
|
|
2024
Q2 | $3.35M | Buy |
42,033
+961
| +2% | +$76.5K | 0.23% | 94 |
|
|
2024
Q1 | $3.23M | Buy |
41,072
+19,567
| +91% | +$1.54M | 0.25% | 92 |
|
|
2023
Q4 | $1.43M | Sell |
21,505
-10,515
| -33% | -$701K | 0.12% | 174 |
|
|
2023
Q3 | $2.59M | Buy |
+32,020
| New | +$2.59M | 0.25% | 103 |
|
|
2021
Q4 | – | Sell |
-2,091
| Closed | -$109K | – | 1712 |
|
|
2021
Q3 | $109K | Sell |
2,091
-391
| -16% | -$20.4K | 0.02% | 669 |
|
|
2021
Q2 | $123K | Buy |
2,482
+879
| +55% | +$43.6K | 0.02% | 670 |
|
|
2021
Q1 | $64K | Buy |
1,603
+1,070
| +201% | +$42.7K | 0.01% | 630 |
|
|
2020
Q4 | $17K | Buy |
533
+408
| +326% | +$13K | ﹤0.01% | 813 |
|
|
2020
Q3 | $3.59K | Sell |
125
-1,312
| -91% | -$37.7K | ﹤0.01% | 892 |
|
|
2020
Q2 | $41.5K | Buy |
1,437
+1,312
| +1,050% | +$37.9K | 0.02% | 402 |
|
|
2020
Q1 | $4.21K | Buy |
+125
| New | +$4.21K | ﹤0.01% | 819 |
|