Stockman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-146,723
| Closed | -$9.32M | – | 201 |
|
|
2023
Q2 | $9.32M | Sell |
146,723
-75
| -0.1% | -$4.77K | 2% | 15 |
|
|
2023
Q1 | $9.75M | Hold |
146,798
| – | – | 2.18% | 11 |
|
|
2022
Q4 | $10.3M | Buy |
146,798
+14,194
| +11% | +$995K | 2.36% | 7 |
|
|
2022
Q3 | $8.66M | Buy |
132,604
+575
| +0.4% | +$37.5K | 2.34% | 9 |
|
|
2022
Q2 | $10.6M | Sell |
132,029
-850
| -0.6% | -$68.3K | 2.71% | 5 |
|
|
2022
Q1 | $9.85M | Sell |
132,879
-1,250
| -0.9% | -$92.7K | 2.04% | 11 |
|
|
2021
Q4 | $7.29M | Buy |
134,129
+63,625
| +90% | +$3.46M | 1.49% | 21 |
|
|
2021
Q3 | $3.71M | Sell |
70,504
-375
| -0.5% | -$19.7K | 0.83% | 41 |
|
|
2021
Q2 | $3.54M | Buy |
70,879
+375
| +0.5% | +$18.7K | 0.84% | 41 |
|
|
2021
Q1 | $2.86M | Hold |
70,504
| – | – | 0.8% | 41 |
|
|
2020
Q4 | $2.33M | Buy |
+70,504
| New | +$2.33M | 0.71% | 45 |
|