LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s United States Oil Fund USO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-180
| Closed | -$13.2K | – | 581 |
|
2024
Q3 | $13.2K | Hold |
180
| – | – | ﹤0.01% | 487 |
|
2024
Q2 | $14.2K | Hold |
180
| – | – | ﹤0.01% | 472 |
|
2024
Q1 | $14.2K | Sell |
180
-135
| -43% | -$10.6K | ﹤0.01% | 479 |
|
2023
Q4 | $22.3K | Sell |
315
-435
| -58% | -$30.8K | ﹤0.01% | 455 |
|
2023
Q3 | $57.1K | Buy |
+750
| New | +$57.1K | ﹤0.01% | 408 |
|