Caldwell Trust’s United States Oil Fund USO Stock Holding History

Caldwell Trust’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-75
2024 Q3	$5.24K	Hold	75
2024 Q2	$5.97K	Hold	75
2024 Q1	$5.91K	Buy	+75