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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.96K	Buy	30 +1	+3%	+$65	﹤0.01%	862
2024 Q3	$1.89K	Buy	29 +17	+142%	+$1.11K	﹤0.01%	918
2024 Q2	$892	Hold	12	–	–	﹤0.01%	970
2024 Q1	$926	Buy	+12	New	+$926	﹤0.01%	977