Carson Wealth (CWM LLC)’s United States Oil Fund USO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80K | Hold |
1,093
| – | – | ﹤0.01% | 2904 |
|
|
2025
Q1 | $85K | Sell |
1,093
-2,588
| -70% | -$201K | ﹤0.01% | 2562 |
|
|
2024
Q4 | $278K | Buy |
3,681
+1,123
| +44% | +$84.8K | ﹤0.01% | 1636 |
|
|
2024
Q3 | $179K | Buy |
2,558
+1,466
| +134% | +$103K | ﹤0.01% | 1815 |
|
|
2024
Q2 | $87K | Hold |
1,092
| – | – | ﹤0.01% | 2063 |
|
|
2024
Q1 | $86K | Sell |
1,092
-100
| -8% | -$7.88K | ﹤0.01% | 1966 |
|
|
2023
Q4 | $79K | Buy |
1,192
+375
| +46% | +$24.9K | ﹤0.01% | 1892 |
|
|
2023
Q3 | $66K | Sell |
817
-560
| -41% | -$45.2K | ﹤0.01% | 1904 |
|
|
2023
Q2 | $88K | Buy |
1,377
+967
| +236% | +$61.8K | ﹤0.01% | 1636 |
|
|
2023
Q1 | $27K | Buy |
410
+310
| +310% | +$20.4K | ﹤0.01% | 2302 |
|
|
2022
Q4 | $7K | Sell |
100
-50
| -33% | -$3.5K | ﹤0.01% | 3033 |
|
|
2022
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 2704 |
|
|
2022
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 2485 |
|
|
2022
Q1 | $11K | Sell |
150
-1,585
| -91% | -$116K | ﹤0.01% | 2442 |
|
|
2021
Q4 | $94K | Buy |
+1,735
| New | +$94K | ﹤0.01% | 1318 |
|
|
2021
Q2 | $84K | Hold |
1,685
| – | – | ﹤0.01% | 1195 |
|
|
2021
Q1 | $84K | Hold |
1,685
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q4 | $84K | Hold |
1,685
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q3 | $84K | Hold |
1,685
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q2 | $84K | Buy |
1,685
+1,474
| +699% | +$73.5K | ﹤0.01% | 1195 |
|
|
2020
Q1 | $84K | Hold |
211
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q4 | $84K | Hold |
211
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q3 | $84K | Hold |
211
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q2 | $84K | Hold |
211
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q1 | $84K | Sell |
211
-2,562
| -92% | -$1.02M | ﹤0.01% | 1195 |
|
|
2018
Q4 | $214K | Sell |
2,773
-313
| -10% | -$24.2K | 0.01% | 583 |
|
|
2018
Q3 | $383K | Hold |
3,086
| – | – | 0.01% | 411 |
|
|
2018
Q2 | $372K | Sell |
3,086
-125
| -4% | -$15.1K | 0.01% | 356 |
|
|
2018
Q1 | $336K | Sell |
3,211
-125
| -4% | -$13.1K | 0.01% | 318 |
|
|
2017
Q4 | $321K | Sell |
3,336
-375
| -10% | -$36.1K | 0.01% | 302 |
|
|
2017
Q3 | $310K | Sell |
3,711
-187
| -5% | -$15.6K | 0.01% | 288 |
|
|
2017
Q2 | $296K | Hold |
3,898
| – | – | 0.02% | 280 |
|
|
2017
Q1 | $332K | Hold |
3,898
| – | – | 0.02% | 254 |
|
|
2016
Q4 | $366K | Sell |
3,898
-125
| -3% | -$11.7K | 0.02% | 225 |
|
|
2016
Q3 | $352K | Hold |
4,023
| – | – | 0.02% | 219 |
|
|
2016
Q2 | $372K | Sell |
4,023
-500
| -11% | -$46.2K | 0.03% | 212 |
|
|
2016
Q1 | $351K | Buy |
+4,523
| New | +$351K | 0.03% | 202 |
|