OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,412
| Closed | -$353K | – | 857 |
|
|
2022
Q3 | $353K | Buy |
5,412
+32
| +0.6% | +$2.09K | 0.01% | 554 |
|
|
2022
Q2 | $432K | Sell |
5,380
-2,470
| -31% | -$198K | 0.02% | 461 |
|
|
2022
Q1 | $582K | Buy |
+7,850
| New | +$582K | 0.02% | 397 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$10K | – | 1082 |
|
|
2019
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 931 |
|
|
2019
Q1 | $10K | Sell |
100
-125
| -56% | -$12.5K | ﹤0.01% | 881 |
|
|
2018
Q4 | $17K | Buy |
+225
| New | +$17K | ﹤0.01% | 740 |
|
|
2018
Q3 | – | Sell |
-325
| Closed | -$39K | – | 1246 |
|
|
2018
Q2 | $39K | Sell |
325
-82
| -20% | -$9.84K | 0.01% | 580 |
|
|
2018
Q1 | $43K | Sell |
407
-61
| -13% | -$6.45K | 0.01% | 565 |
|
|
2017
Q4 | $45K | Buy |
468
+225
| +93% | +$21.6K | 0.01% | 545 |
|
|
2017
Q3 | $20K | Sell |
243
-1
| -0.4% | -$82 | 0.01% | 645 |
|
|
2017
Q2 | $36K | Buy |
+244
| New | +$36K | 0.01% | 565 |
|