Creative Planning’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
2023
Q2
Sell
-2,660
Closed -$207K 2700
2023
Q1
$207K Buy
+2,660
New +$207K ﹤0.01% 2105