CWA
Clarus Wealth Advisors’s United States Oil Fund USO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,490
| Closed | -$240K | – | 719 |
|
|
2018
Q3 | $240K | Sell |
15,490
-15,687
| -50% | -$243K | 0.16% | 100 |
|
|
2018
Q2 | $408K | Hold |
31,177
| – | – | 0.31% | 35 |
|
|
2018
Q1 | $408K | Buy |
31,177
+15,036
| +93% | +$197K | 0.38% | 35 |
|
|
2017
Q4 | $194K | Buy |
+16,141
| New | +$194K | 0.19% | 113 |
|