Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14
| Closed | -$1.13K | – | 2174 |
|
|
2023
Q3 | $1.13K | Buy |
+14
| New | +$1.13K | ﹤0.01% | 2013 |
|
|
2023
Q1 | – | Sell |
-34
| Closed | -$2.38K | – | 2106 |
|
|
2022
Q4 | $2.38K | Hold |
34
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q3 | $2K | Sell |
34
-372
| -92% | -$21.9K | ﹤0.01% | 1878 |
|
|
2022
Q2 | $33K | Sell |
406
-663
| -62% | -$53.9K | ﹤0.01% | 1467 |
|
|
2022
Q1 | $79K | Sell |
1,069
-152
| -12% | -$11.2K | ﹤0.01% | 1183 |
|
|
2021
Q4 | $66K | Hold |
1,221
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q3 | $65K | Hold |
1,221
| – | – | ﹤0.01% | 1366 |
|
|
2021
Q2 | $62K | Sell |
1,221
-1,231
| -50% | -$62.5K | ﹤0.01% | 1382 |
|
|
2021
Q1 | $106K | Hold |
2,452
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q4 | $99K | Sell |
2,452
-1,307
| -35% | -$52.8K | ﹤0.01% | 1151 |
|
|
2020
Q3 | $106K | Buy |
3,759
+326
| +9% | +$9.19K | 0.01% | 923 |
|
|
2020
Q2 | $93K | Buy |
+3,433
| New | +$93K | 0.01% | 952 |
|