Carson Wealth (CWM LLC)’s United States Oil Fund USO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81K | Sell |
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|
2025
Q2 | $80K | Hold |
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|
2025
Q1 | $85K | Sell |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $87K | Hold |
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|
2024
Q1 | $86K | Sell |
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|
2023
Q4 | $79K | Buy |
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|
2023
Q3 | $66K | Sell |
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|
2023
Q2 | $88K | Buy |
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|
2023
Q1 | $27K | Buy |
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|
2022
Q4 | $7K | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | $84K | Hold |
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|
2019
Q4 | $84K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $84K | Hold |
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|
2019
Q1 | $84K | Sell |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $383K | Hold |
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|
2018
Q2 | $372K | Sell |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $321K | Sell |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $296K | Hold |
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|
2017
Q1 | $332K | Hold |
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|
2016
Q4 | $366K | Sell |
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|
2016
Q3 | $352K | Hold |
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|
2016
Q2 | $372K | Sell |
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|
2016
Q1 | $351K | Buy |
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