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Carolinas Wealth Consulting’s United States Oil Fund USO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,000
Closed -$41K – 1007
2021
Q1 		$41K Hold
1,000
– – 0.01% 396
2020
Q4 		$33K Buy
+1,000
New +$29.7K 0.01% 404

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Carolinas Wealth Consulting's USO Position: Q2 2021 in Review

Carolinas Wealth Consulting sold out of United States Oil Fund (USO) in Q2 2021, closing a stake of 1,000 shares — an estimated $41K sold.

Carolinas Wealth Consulting first reported a position in USO in Q4 2020 and held it in 2 quarters. The position peaked at $41K in Q1 2021. 180 funds tracked by Wall St. Rank hold USO as of Q2 2021.

  • Carolinas Wealth Consulting reported no remaining United States Oil Fund position as of Q2 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,000 United States Oil Fund shares in Q2 2021, an estimated $41K.
  • Carolinas Wealth Consulting first reported a position in United States Oil Fund in Q4 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's United States Oil Fund position peaked at $41K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2021, filed 17 Aug 2021.