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