EverSource Wealth Advisors’s USCF Midstream Energy Income Fund UMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3826 |
|
|
2024
Q3 | – | Hold |
0
| – | -$13 | – | 3129 |
|
|
2024
Q2 | – | Hold |
0
| – | -$12 | – | 3052 |
|
|
2024
Q1 | – | Hold |
0
| – | -$11 | – | 2888 |
|
|
2023
Q4 | – | Sell |
-29
| Closed | -$1.01K | – | 2626 |
|
|
2023
Q3 | $1.01K | Buy |
+29
| New | +$1.01K | ﹤0.01% | 2215 |
|