BerganKDV Wealth Management’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
Q2 | $63.9K | Hold |
1,006
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $66.8K | Hold |
1,006
| – | – | 0.01% | 361 |
|
|
2022
Q4 | $70.5K | Hold |
1,006
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $66K | Hold |
1,006
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $81K | Sell |
1,006
-1
| -0.1% | -$81 | 0.01% | 322 |
|
|
2022
Q1 | $75K | Buy |
1,007
+1,001
| +16,683% | +$74.6K | 0.01% | 344 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1096 |
|
|
2020
Q4 | – | Sell |
-1,032
| Closed | -$29K | – | 1018 |
|
|
2020
Q3 | $29K | Sell |
1,032
-843
| -45% | -$23.7K | ﹤0.01% | 391 |
|
|
2020
Q2 | $53K | Buy |
+1,875
| New | +$53K | 0.01% | 346 |
|