Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-96
| Closed | -$7.42K | – | 506 |
|
|
2025
Q1 | $7.42K | Buy |
+96
| New | +$7.42K | ﹤0.01% | 312 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$1K | – | 443 |
|
|
2023
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 402 |
|
|
2021
Q1 | – | Sell |
-652
| Closed | -$22K | – | 473 |
|
|
2020
Q4 | $22K | Hold |
652
| – | – | 0.01% | 154 |
|
|
2020
Q3 | $18K | Sell |
652
-42,564
| -98% | -$1.18M | 0.01% | 155 |
|
|
2020
Q2 | $1.21M | Buy |
43,216
+42,537
| +6,265% | +$1.19M | 0.58% | 29 |
|
|
2020
Q1 | $23K | Hold |
679
| – | – | 0.01% | 121 |
|
|
2019
Q4 | $70K | Sell |
679
-2
| -0.3% | -$206 | 0.03% | 96 |
|
|
2019
Q3 | $62K | Sell |
681
-48
| -7% | -$4.37K | 0.03% | 97 |
|
|
2019
Q2 | $70K | Hold |
729
| – | – | 0.04% | 94 |
|
|
2019
Q1 | $73K | Sell |
729
-9
| -1% | -$901 | 0.04% | 96 |
|
|
2018
Q4 | $57K | Sell |
738
-14
| -2% | -$1.08K | 0.03% | 93 |
|
|
2018
Q3 | $93K | Hold |
752
| – | – | 0.05% | 86 |
|
|
2018
Q2 | $91K | Hold |
752
| – | – | 0.05% | 89 |
|
|
2018
Q1 | $79K | Hold |
752
| – | – | 0.05% | 96 |
|
|
2017
Q4 | $72K | Hold |
752
| – | – | 0.04% | 86 |
|
|
2017
Q3 | $69K | Sell |
752
-26
| -3% | -$2.39K | 0.04% | 79 |
|
|
2017
Q2 | $59K | Sell |
778
-85
| -10% | -$6.45K | 0.04% | 106 |
|
|
2017
Q1 | $73K | Sell |
863
-35
| -4% | -$2.96K | 0.05% | 104 |
|
|
2016
Q4 | $84K | Sell |
898
-14,006
| -94% | -$1.31M | 0.06% | 85 |
|
|
2016
Q3 | $1.3M | Buy |
+14,904
| New | +$1.3M | 1.06% | 33 |
|
|
2015
Q3 | – | Sell |
-23
| Closed | -$4K | – | 279 |
|
|
2015
Q2 | $4K | Buy |
23
+13
| +130% | +$2.26K | ﹤0.01% | 221 |
|
|
2015
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 299 |
|