Guardian Wealth Advisors (North Carolina)’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,964
| Closed | -$1.1M | – | 541 |
|
|
2024
Q4 | $1.1M | Buy |
24,964
+3,425
| +16% | +$151K | 0.09% | 119 |
|
|
2024
Q3 | $913K | Buy |
21,539
+680
| +3% | +$28.8K | 0.1% | 112 |
|
|
2024
Q2 | $1.01M | Sell |
20,859
-1,179
| -5% | -$57K | 0.12% | 98 |
|
|
2024
Q1 | $1.05M | Sell |
22,038
-39
| -0.2% | -$1.86K | 0.13% | 94 |
|
|
2023
Q4 | $929K | Buy |
22,077
+1,222
| +6% | +$51.4K | 0.14% | 94 |
|
|
2023
Q3 | $1.04M | Buy |
20,855
+58
| +0.3% | +$2.89K | 0.18% | 76 |
|
|
2023
Q2 | $846K | Buy |
20,797
+3,766
| +22% | +$153K | 0.14% | 85 |
|
|
2023
Q1 | $723K | Buy |
17,031
+1,181
| +7% | +$50.2K | 0.13% | 93 |
|
|
2022
Q4 | $710K | Sell |
15,850
-143
| -0.9% | -$6.41K | 0.14% | 89 |
|
|
2022
Q3 | $661K | Buy |
15,993
+9,956
| +165% | +$411K | 0.12% | 88 |
|
|
2022
Q2 | $326K | Buy |
+6,037
| New | +$326K | 0.06% | 140 |
|