WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $427K | Hold |
5,648
| – | – | 0.14% | 102 |
|
|
2024
Q3 | $395K | Hold |
5,648
| – | – | 0.11% | 118 |
|
|
2024
Q2 | $450K | Sell |
5,648
-625
| -10% | -$49.7K | 0.14% | 100 |
|
|
2024
Q1 | $494K | Hold |
6,273
| – | – | 0.15% | 95 |
|
|
2023
Q4 | $418K | Hold |
6,273
| – | – | 0.16% | 116 |
|
|
2023
Q3 | $507K | Hold |
6,273
| – | – | 0.19% | 86 |
|
|
2023
Q2 | $399K | Hold |
6,273
| – | – | 0.15% | 110 |
|
|
2023
Q1 | $417K | Sell |
6,273
-900
| -13% | -$59.8K | 0.18% | 91 |
|
|
2022
Q4 | $503K | Sell |
7,173
-871
| -11% | -$61.1K | 0.31% | 50 |
|
|
2022
Q3 | $525K | Hold |
8,044
| – | – | 0.37% | 44 |
|
|
2022
Q2 | $646K | Sell |
8,044
-350
| -4% | -$28.1K | 0.43% | 42 |
|
|
2022
Q1 | $622K | Buy |
+8,394
| New | +$622K | 0.37% | 47 |
|