Carson Wealth (CWM LLC)
USOI icon

Carson Wealth (CWM LLC)’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USOI Stock Details USOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed – – 4964
2024
Q1 		$0 Buy
+5
New +$367 ﹤0.01% 4772

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Carson Wealth (CWM LLC)'s USOI Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2024, closing a stake of 5 shares.

Carson Wealth (CWM LLC) first reported a position in USOI in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 22 funds tracked by Wall St. Rank hold USOI as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2024.
  • Carson Wealth (CWM LLC) first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $0 in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.