SMART Wealth’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
2024
Q3
Sell
-12,455
Closed -$991K 159
2024
Q2
$991K Buy
12,455
+2,172
+21% +$173K 0.4% 56
2024
Q1
$810K Sell
10,283
-25,577
-71% -$2.01M 0.36% 53
2023
Q4
$2.39M Buy
35,860
+1,842
+5% +$123K 1.31% 16
2023
Q3
$2.75M Buy
+34,018
New +$2.75M 2.07% 15