Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,813
| Closed | -$448K | – | 2066 |
|
|
2024
Q3 | $448K | Buy |
6,813
+504
| +8% | +$33.2K | ﹤0.01% | 1287 |
|
|
2024
Q2 | $469K | Buy |
6,309
+3,493
| +124% | +$260K | 0.01% | 1260 |
|
|
2024
Q1 | $217K | Buy |
+2,816
| New | +$217K | ﹤0.01% | 1763 |
|
|
2022
Q3 | – | Sell |
-934
| Closed | -$96K | – | 1827 |
|
|
2022
Q2 | $96K | Buy |
934
+228
| +32% | +$23.4K | ﹤0.01% | 1506 |
|
|
2022
Q1 | $77K | Buy |
+706
| New | +$77K | ﹤0.01% | 1680 |
|