Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $10K | Buy |
+187
| New | +$10K | ﹤0.01% | 718 |
|
|
2021
Q3 | – | Sell |
-187
| Closed | -$9K | – | 1059 |
|
|
2021
Q2 | $9K | Hold |
187
| – | – | ﹤0.01% | 721 |
|
|
2021
Q1 | $8K | Hold |
187
| – | – | ﹤0.01% | 740 |
|
|
2020
Q4 | $6K | Buy |
187
+87
| +87% | +$2.79K | ﹤0.01% | 692 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 726 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 784 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 751 |
|
|
2019
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 657 |
|
|
2019
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 677 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 691 |
|
|
2018
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 657 |
|
|
2018
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 623 |
|
|
2018
Q1 | $10K | Sell |
100
-125
| -56% | -$12.5K | ﹤0.01% | 653 |
|
|
2017
Q4 | $22K | Hold |
225
| – | – | ﹤0.01% | 496 |
|
|
2017
Q3 | $19K | Hold |
225
| – | – | ﹤0.01% | 511 |
|
|
2017
Q2 | $17K | Hold |
225
| – | – | ﹤0.01% | 545 |
|
|
2017
Q1 | $19K | Sell |
225
-125
| -36% | -$10.6K | ﹤0.01% | 490 |
|
|
2016
Q4 | $33K | Hold |
350
| – | – | 0.01% | 350 |
|
|
2016
Q3 | $31K | Hold |
350
| – | – | 0.01% | 329 |
|
|
2016
Q2 | $32K | Buy |
+350
| New | +$32K | 0.01% | 317 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1093 |
|
|
2015
Q4 | – | Sell |
-225
| Closed | -$26K | – | 1117 |
|
|
2015
Q3 | $26K | Hold |
225
| – | – | ﹤0.01% | 535 |
|
|
2015
Q2 | $36K | Buy |
+225
| New | +$36K | 0.01% | 508 |
|