National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $231K | Sell |
2,987
-2,615
| -47% | -$202K | 0.15% | 133 |
|
|
2024
Q4 | $423K | Sell |
5,602
-1,681
| -23% | -$127K | 0.28% | 84 |
|
|
2024
Q3 | $509K | Sell |
7,283
-4,376
| -38% | -$306K | 0.34% | 73 |
|
|
2024
Q2 | $928K | Sell |
11,659
-3,892
| -25% | -$310K | 0.71% | 39 |
|
|
2024
Q1 | $1.22M | Sell |
15,551
-1,236
| -7% | -$97.3K | 0.95% | 27 |
|
|
2023
Q4 | $1.12M | Sell |
16,787
-542
| -3% | -$36.1K | 1.08% | 29 |
|
|
2023
Q3 | $1.4M | Sell |
17,329
-230
| -1% | -$18.6K | 1.52% | 18 |
|
|
2023
Q2 | $1.3M | Sell |
17,559
-6,380
| -27% | -$473K | 1.35% | 20 |
|
|
2023
Q1 | $1.49M | Sell |
23,939
-11,610
| -33% | -$721K | 1.7% | 14 |
|
|
2022
Q4 | $2.49M | Sell |
35,549
-2,325
| -6% | -$163K | 2.99% | 5 |
|
|
2022
Q3 | $2.47M | Sell |
37,874
-8,398
| -18% | -$548K | 3.21% | 5 |
|
|
2022
Q2 | $3.72M | Buy |
46,272
+5,829
| +14% | +$468K | 4.69% | 3 |
|
|
2022
Q1 | $3M | Buy |
40,443
+26,612
| +192% | +$1.97M | 2.89% | 6 |
|
|
2021
Q4 | $752K | Buy |
+13,831
| New | +$752K | 0.7% | 44 |
|