Wealthspire Advisors (Maryland)’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-1,120
| Closed | -$95K | – | 2288 |
|
2017
Q1 | $95K | Sell |
1,120
-1,119
| -50% | -$94.9K | 0.01% | 618 |
|
2016
Q4 | $210K | Hold |
2,239
| – | – | 0.03% | 355 |
|
2016
Q3 | $196K | Buy |
2,239
+1,085
| +94% | +$95K | 0.03% | 390 |
|
2016
Q2 | $107K | Buy |
1,154
+1,091
| +1,732% | +$101K | 0.02% | 518 |
|
2016
Q1 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 1353 |
|