Optimum Investment Advisors’s USCF Midstream Energy Income Fund UMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$3.65K | – | 663 |
|
|
2023
Q4 | $3.65K | Hold |
100
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $3.53K | Hold |
100
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $3.43K | Hold |
100
| – | – | ﹤0.01% | 631 |
|
|
2023
Q1 | $3.31K | Hold |
100
| – | – | ﹤0.01% | 648 |
|
|
2022
Q4 | $3.35K | Hold |
100
| – | – | ﹤0.01% | 648 |
|
|
2022
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 701 |
|