Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $185K | Buy |
2,175
+63
| +3% | +$5.36K | 0.06% | 261 |
|
|
2016
Q4 | $198K | Buy |
2,112
+37
| +2% | +$3.47K | 0.07% | 238 |
|
|
2016
Q3 | $181K | Buy |
2,075
+149
| +8% | +$13K | 0.06% | 239 |
|
|
2016
Q2 | $178K | Buy |
1,926
+155
| +9% | +$14.3K | 0.07% | 229 |
|
|
2016
Q1 | $137K | Buy |
1,771
+794
| +81% | +$61.4K | 0.06% | 242 |
|
|
2015
Q4 | $86K | Buy |
977
+155
| +19% | +$13.6K | 0.04% | 300 |
|
|
2015
Q3 | $97K | Hold |
822
| – | – | 0.04% | 276 |
|
|
2015
Q2 | $131K | Buy |
822
+341
| +71% | +$54.3K | 0.05% | 248 |
|
|
2015
Q1 | $64K | Buy |
+481
| New | +$64K | 0.03% | 346 |
|