WR Wealth Planners’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.96K Buy
2024
Q3
$1.89K Buy
2024
Q2
$892 Hold
2024
Q1
$926 Buy