Mission 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
Q4 | – | Sell |
-2,080
| Closed | -$174K | – | 241 |
|
|
2017
Q3 | $174K | Sell |
2,080
-766
| -27% | -$64.1K | 0.03% | 194 |
|
|
2017
Q2 | $216K | Buy |
2,846
+783
| +38% | +$59.4K | 0.04% | 174 |
|
|
2017
Q1 | $176K | Buy |
+2,063
| New | +$176K | 0.03% | 182 |
|
|
2016
Q3 | – | Sell |
-1,803
| Closed | -$167K | – | 172 |
|
|
2016
Q2 | $167K | Hold |
1,803
| – | – | 0.04% | 153 |
|
|
2016
Q1 | $140K | Buy |
+1,803
| New | +$140K | 0.04% | 152 |
|