Waddell & Associates’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
Q4 | – | Sell |
-4,157
| Closed | -$336K | – | 172 |
|
|
2023
Q3 | $336K | Hold |
4,157
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $264K | Hold |
4,157
| – | – | 0.04% | 144 |
|
|
2023
Q1 | $276K | Hold |
4,157
| – | – | 0.04% | 124 |
|
|
2022
Q4 | $291K | Sell |
4,157
-100
| -2% | -$7.01K | 0.05% | 117 |
|
|
2022
Q3 | $278K | Hold |
4,257
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $342K | Buy |
+4,257
| New | +$342K | 0.07% | 89 |
|