United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,306
| Closed | -$111K | – | 1255 |
|
|
2020
Q1 | $111K | Buy |
+3,306
| New | +$111K | ﹤0.01% | 1117 |
|
|
2017
Q3 | – | Sell |
-1,378
| Closed | -$105K | – | 1346 |
|
|
2017
Q2 | $105K | Sell |
1,378
-53
| -4% | -$4.04K | ﹤0.01% | 1242 |
|
|
2017
Q1 | $122K | Sell |
1,431
-315
| -18% | -$26.9K | ﹤0.01% | 1213 |
|
|
2016
Q4 | $164K | Buy |
1,746
+123
| +8% | +$11.6K | ﹤0.01% | 1207 |
|
|
2016
Q3 | $142K | Buy |
1,623
+229
| +16% | +$20K | ﹤0.01% | 1216 |
|
|
2016
Q2 | $134K | Sell |
1,394
-245
| -15% | -$23.6K | ﹤0.01% | 1203 |
|
|
2016
Q1 | $127K | Buy |
+1,639
| New | +$127K | ﹤0.01% | 1165 |
|