CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio USOI Stock Details USOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$3K – 3969
2022
Q2 		$3K Hold
25
– – ﹤0.01% 4351
2022
Q1 		$3K Hold
25
– – ﹤0.01% 4393
2021
Q4 		$3K Hold
25
– – ﹤0.01% 4312
2021
Q3 		$3K Hold
25
– – ﹤0.01% 4154
2021
Q2 		$3K Buy
+25
New +$3K ﹤0.01% 4064