Corient Private Wealth’s United States Oil Fund USO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,418
Closed -$258K 2439
2024
Q4
$258K Sell
3,418
-287
-8% -$21.7K ﹤0.01% 1976
2024
Q3
$259K Sell
3,705
-462
-11% -$32.3K ﹤0.01% 2056
2024
Q2
$332K Sell
4,167
-30
-0.7% -$2.39K ﹤0.01% 1843
2024
Q1
$330K Hold
4,197
﹤0.01% 1832
2023
Q4
$280K Sell
4,197
-44
-1% -$2.93K ﹤0.01% 1897
2023
Q3
$343K Buy
+4,241
New +$343K ﹤0.01% 1685