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Congress Wealth Management’s United States Oil Fund USO Stock Holding History

Congress Wealth Management’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,150
Closed -$277K – 640
2023
Q4 		$277K Buy
+4,150
New +$277K 0.01% 543