Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,667
| Closed | -$620K | – | 1675 |
|
|
2023
Q3 | $620K | Buy |
+7,667
| New | +$620K | 0.01% | 859 |
|
|
2022
Q3 | – | Sell |
-2,770
| Closed | -$223K | – | 1383 |
|
|
2022
Q2 | $223K | Sell |
2,770
-313
| -10% | -$25.2K | ﹤0.01% | 1160 |
|
|
2022
Q1 | $229K | Buy |
+3,083
| New | +$229K | ﹤0.01% | 1132 |
|
|
2021
Q3 | – | Sell |
-5,253
| Closed | -$261K | – | 1231 |
|
|
2021
Q2 | $261K | Buy |
+5,253
| New | +$261K | ﹤0.01% | 966 |
|
|
2020
Q4 | – | Sell |
-10,185
| Closed | -$288K | – | 1336 |
|
|
2020
Q3 | $288K | Buy |
+10,185
| New | +$288K | ﹤0.01% | 1040 |
|