Creative Planning’s United States 12 Month Oil Fund, USL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $21K | Buy |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $81K | Hold |
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|
2016
Q2 | $84K | Sell |
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|
2016
Q1 | $77K | Buy |
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