Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,999
| Closed | -$282K | – | 1037 |
|
|
2024
Q4 | $282K | Sell |
3,999
-7
| -0.2% | -$493 | 0.02% | 680 |
|
|
2024
Q3 | $261K | Sell |
4,006
-337
| -8% | -$21.9K | 0.02% | 710 |
|
|
2024
Q2 | $323K | Buy |
4,343
+213
| +5% | +$15.8K | 0.02% | 567 |
|
|
2024
Q1 | $319K | Sell |
4,130
-2,733
| -40% | -$211K | 0.02% | 569 |
|
|
2023
Q4 | $478K | Sell |
6,863
-1,984
| -22% | -$138K | 0.04% | 381 |
|
|
2023
Q3 | $745K | Sell |
8,847
-866
| -9% | -$72.9K | 0.08% | 251 |
|
|
2023
Q2 | $718K | Buy |
9,713
+2,723
| +39% | +$201K | 0.08% | 244 |
|
|
2023
Q1 | $543K | Buy |
6,990
+5,990
| +599% | +$466K | 0.03% | 530 |
|
|
2022
Q4 | $83.3K | Buy |
+1,000
| New | +$83.3K | 0.01% | 1340 |
|