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Institutional & Family Asset Management’s United States Oil Fund USO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.11M Hold
39,113
0.48% 71
2024
Q1
$3.08M Buy
39,113
+23,473
+150% +$1.85M 0.49% 67
2023
Q4
$1.04M Buy
+15,640
New +$1.04M 0.17% 91
2023
Q2
Sell
-30,799
Closed -$2.05M 792
2023
Q1
$2.05M Buy
30,799
+781
+3% +$51.9K 0.34% 71
2022
Q4
$2.1M Buy
+30,018
New +$2.1M 0.35% 69
2021
Q4
Sell
-310
Closed -$16K 942
2021
Q3
$16K Sell
310
-865
-74% -$44.6K ﹤0.01% 480
2021
Q2
$59K Buy
+1,175
New +$59K 0.01% 309