Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $76 | Hold |
1
| – | – | ﹤0.01% | 680 |
|
|
2024
Q3 | $70 | Hold |
1
| – | – | ﹤0.01% | 669 |
|
|
2024
Q2 | $80 | Sell |
1
-1
| -50% | -$80 | ﹤0.01% | 654 |
|
|
2024
Q1 | $157 | Hold |
2
| – | – | ﹤0.01% | 659 |
|
|
2023
Q4 | $133 | Hold |
2
| – | – | ﹤0.01% | 671 |
|
|
2023
Q3 | $162 | Hold |
2
| – | – | ﹤0.01% | 664 |
|
|
2023
Q2 | $127 | Hold |
2
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $133 | Sell |
2
-2
| -50% | -$133 | ﹤0.01% | 685 |
|
|
2022
Q4 | $280 | Hold |
4
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 797 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 826 |
|
|
2022
Q1 | $0 | Sell |
4
-1,202
| -100% | – | ﹤0.01% | 768 |
|
|
2021
Q4 | $66K | Sell |
1,206
-25
| -2% | -$1.37K | 0.02% | 248 |
|
|
2021
Q3 | $65K | Sell |
1,231
-80
| -6% | -$4.22K | 0.02% | 237 |
|
|
2021
Q2 | $65K | Hold |
1,311
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $53 | Sell |
1,311
-375
| -22% | -$15 | 0.02% | 262 |
|
|
2020
Q4 | $56K | Hold |
1,686
| – | – | 0.02% | 242 |
|
|
2020
Q3 | $48K | Sell |
1,686
-66
| -4% | -$1.88K | 0.02% | 244 |
|
|
2020
Q2 | $49K | Buy |
1,752
+1,599
| +1,045% | +$44.7K | 0.02% | 238 |
|
|
2020
Q1 | $5K | Hold |
153
| – | – | ﹤0.01% | 517 |
|
|
2019
Q4 | $16K | Buy |
+153
| New | +$16K | 0.01% | 404 |
|