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Capital Asset Advisory Services’s United States Oil Fund USO Stock Holding History

Capital Asset Advisory Services’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-220
Closed -$7K – 1470
2020
Q4 		$7K Buy
+220
New +$6.52K ﹤0.01% 1198

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HFM
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EFM
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Citigroup
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Capital Asset Advisory Services's USO Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of United States Oil Fund (USO) in Q1 2021, closing a stake of 220 shares — an estimated $7K sold.

Capital Asset Advisory Services first reported a position in USO in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 185 funds tracked by Wall St. Rank hold USO as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining United States Oil Fund position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 220 United States Oil Fund shares in Q1 2021, an estimated $7K.
  • Capital Asset Advisory Services first reported a position in United States Oil Fund in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's United States Oil Fund position peaked at $7K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.