Avantax Advisory Services’s United States 12 Month Oil Fund, USL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Sell |
10,568
-151
| -1% | -$5.3K | ﹤0.01% | 1766 |
|
2025
Q1 | $410K | Sell |
10,719
-847
| -7% | -$32.4K | ﹤0.01% | 1643 |
|
2024
Q4 | $440K | Buy |
11,566
+270
| +2% | +$10.3K | ﹤0.01% | 1532 |
|
2024
Q3 | $406K | Sell |
11,296
-686
| -6% | -$24.6K | ﹤0.01% | 1555 |
|
2024
Q2 | $486K | Sell |
11,982
-11,421
| -49% | -$463K | ﹤0.01% | 1379 |
|
2024
Q1 | $933K | Sell |
23,403
-1,371
| -6% | -$54.6K | 0.01% | 780 |
|
2023
Q4 | $870K | Sell |
24,774
-1,455
| -6% | -$51.1K | 0.01% | 766 |
|
2023
Q3 | $1.05M | Sell |
26,229
-1,632
| -6% | -$65.4K | 0.01% | 673 |
|
2023
Q2 | $909K | Sell |
27,861
-4,553
| -14% | -$149K | 0.01% | 715 |
|
2023
Q1 | $1.09M | Sell |
32,414
-9,431
| -23% | -$318K | 0.01% | 640 |
|
2022
Q4 | $1.49M | Sell |
41,845
-1,347
| -3% | -$47.8K | 0.02% | 502 |
|
2022
Q3 | $1.4M | Buy |
43,192
+3,333
| +8% | +$108K | 0.02% | 460 |
|
2022
Q2 | $1.58M | Buy |
+39,859
| New | +$1.58M | 0.02% | 435 |
|