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Concord Wealth Partners’s United States Oil Fund USO Stock Holding History

Concord Wealth Partners’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-560
Closed -$45K – 1095
2022
Q2 		$45K Buy
+560
New +$45.4K 0.01% 392

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Concord Wealth Partners's USO Position: Q3 2022 in Review

Concord Wealth Partners sold out of United States Oil Fund (USO) in Q3 2022, closing a stake of 560 shares — an estimated $45K sold.

Concord Wealth Partners first reported a position in USO in Q2 2022 and held it in 1 quarter. The position peaked at $45K in Q2 2022. 187 funds tracked by Wall St. Rank hold USO as of Q3 2022.

  • Concord Wealth Partners reported no remaining United States Oil Fund position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 560 United States Oil Fund shares in Q3 2022, an estimated $45K.
  • Concord Wealth Partners first reported a position in United States Oil Fund in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's United States Oil Fund position peaked at $45K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.