Finer Wealth Management’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
Q2
$208K Sell
2,844
-246
-8% -$18K 0.11% 83
2025
Q1
$239K Sell
3,090
-1,499
-33% -$116K 0.14% 77
2024
Q4
$347K Sell
4,589
-6
-0.1% -$453 0.2% 70
2024
Q3
$321K Sell
4,595
-197
-4% -$13.8K 0.2% 69
2024
Q2
$381K Sell
4,792
-132
-3% -$10.5K 0.25% 60
2024
Q1
$388K Sell
4,924
-757
-13% -$59.6K 0.25% 60
2023
Q4
$379K Sell
5,681
-1,756
-24% -$117K 0.28% 59
2023
Q3
$601K Hold
7,437
0.48% 46
2023
Q2
$473K Sell
7,437
-190
-2% -$12.1K 0.37% 54
2023
Q1
$507K Sell
7,627
-284
-4% -$18.9K 0.43% 54
2022
Q4
$555K Buy
7,911
+1,832
+30% +$128K 0.52% 47
2022
Q3
$397K Sell
6,079
-138
-2% -$9.01K 0.39% 57
2022
Q2
$499K Sell
6,217
-826
-12% -$66.3K 0.46% 49
2022
Q1
$522K Sell
7,043
-63
-0.9% -$4.67K 0.43% 50
2021
Q4
$386K Buy
+7,106
New +$386K 0.32% 64