DCM Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,553
| Closed | -$161K | – | 226 |
|
|
2021
Q4 | $161K | Sell |
1,553
-3,435
| -69% | -$356K | 0.05% | 199 |
|
|
2021
Q3 | $536K | Sell |
4,988
-90
| -2% | -$9.67K | 0.21% | 130 |
|
|
2021
Q2 | $539K | Buy |
5,078
+238
| +5% | +$25.3K | 0.31% | 104 |
|
|
2021
Q1 | $455K | Buy |
4,840
+2,915
| +151% | +$274K | 0.26% | 121 |
|
|
2020
Q4 | $180K | Buy |
+1,925
| New | +$180K | 0.1% | 185 |
|