CI
Cavalier Investments’s United States Oil Fund USO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,022
| Closed | -$908K | – | 86 |
|
|
2024
Q4 | $908K | Buy |
12,022
+405
| +3% | +$30.6K | 0.3% | 48 |
|
|
2024
Q3 | $812K | Sell |
11,617
-47
| -0.4% | -$3.29K | 0.25% | 68 |
|
|
2024
Q2 | $928K | Hold |
11,664
| – | – | 0.29% | 58 |
|
|
2024
Q1 | $918K | Sell |
11,664
-5,616
| -33% | -$442K | 0.34% | 57 |
|
|
2023
Q4 | $1.15M | Buy |
+17,280
| New | +$1.15M | 0.42% | 57 |
|
|
2022
Q1 | – | Sell |
-108,872
| Closed | -$5.92M | – | 103 |
|
|
2021
Q4 | $5.92M | Buy |
108,872
+19,635
| +22% | +$1.07M | 1.54% | 22 |
|
|
2021
Q3 | $4.69M | Buy |
89,237
+16,303
| +22% | +$857K | 1.48% | 24 |
|
|
2021
Q2 | $3.64M | Buy |
+72,934
| New | +$3.64M | 1.31% | 24 |
|