Concourse Financial Group Securities’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7997 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8277 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8277 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8288 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8290 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8223 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8021 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7817 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7535 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7544 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7369 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7269 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7129 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7019 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6794 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6553 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6330 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6130 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5919 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5765 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5699 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5614 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5447 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5502 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5407 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5310 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5131 |
|