WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $162K | Buy |
2,130
+412
| +24% | +$31.3K | 0.04% | 418 |
|
|
2017
Q1 | $146K | Sell |
1,718
-32
| -2% | -$2.72K | 0.04% | 397 |
|
|
2016
Q4 | $164K | Sell |
1,750
-149
| -8% | -$14K | 0.04% | 420 |
|
|
2016
Q3 | $166K | Buy |
1,899
+703
| +59% | +$61.5K | 0.04% | 409 |
|
|
2016
Q2 | $111K | Buy |
1,196
+87
| +8% | +$8.07K | 0.03% | 474 |
|
|
2016
Q1 | $86K | Buy |
1,109
+803
| +262% | +$62.3K | 0.02% | 514 |
|
|
2015
Q4 | $27K | Buy |
306
+60
| +24% | +$5.29K | 0.01% | 826 |
|
|
2015
Q3 | $29K | Buy |
246
+25
| +11% | +$2.95K | 0.01% | 786 |
|
|
2015
Q2 | $35K | Sell |
221
-725
| -77% | -$115K | 0.01% | 823 |
|
|
2015
Q1 | $127K | Buy |
946
+765
| +423% | +$103K | 0.04% | 459 |
|
|
2014
Q4 | $30K | Buy |
181
+112
| +162% | +$18.6K | 0.01% | 1083 |
|
|
2014
Q3 | $19K | Sell |
69
-6
| -8% | -$1.65K | ﹤0.01% | 1295 |
|
|
2014
Q2 | $23K | Hold |
75
| – | – | ﹤0.01% | 1219 |
|
|
2014
Q1 | $22K | Sell |
75
-5
| -6% | -$1.47K | ﹤0.01% | 1217 |
|
|
2013
Q4 | $23K | Sell |
80
-75
| -48% | -$21.6K | ﹤0.01% | 1305 |
|
|
2013
Q3 | $46K | Sell |
155
-33
| -18% | -$9.79K | 0.01% | 967 |
|
|
2013
Q2 | $51K | Buy |
+188
| New | +$51K | 0.01% | 879 |
|