AJ Wealth Strategies’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,724
| Closed | -$206K | – | 195 |
|
|
2019
Q4 | $206K | Buy |
7,724
+161
| +2% | +$4.29K | 0.02% | 113 |
|
|
2019
Q3 | $213K | Sell |
7,563
-34,158
| -82% | -$962K | 0.03% | 108 |
|
|
2019
Q2 | $1.14M | Sell |
41,721
-7,237
| -15% | -$197K | 0.17% | 50 |
|
|
2019
Q1 | $1.34M | Sell |
48,958
-36,489
| -43% | -$996K | 0.22% | 45 |
|
|
2018
Q4 | $2.31M | Buy |
85,447
+3,523
| +4% | +$95.3K | 0.45% | 27 |
|
|
2018
Q3 | $2.19M | Buy |
81,924
+21,301
| +35% | +$570K | 0.41% | 29 |
|
|
2018
Q2 | $1.61M | Buy |
60,623
+6,150
| +11% | +$164K | 0.33% | 32 |
|
|
2018
Q1 | $1.38M | Sell |
54,473
-26,075
| -32% | -$658K | 0.33% | 35 |
|
|
2017
Q4 | $2.09M | Sell |
80,548
-7,104
| -8% | -$184K | 0.52% | 25 |
|
|
2017
Q3 | $2.27M | Buy |
87,652
+14,141
| +19% | +$365K | 0.74% | 20 |
|
|
2017
Q2 | $1.93M | Sell |
73,511
-143,972
| -66% | -$3.78M | 0.73% | 20 |
|
|
2017
Q1 | $5.9M | Buy |
217,483
+33,226
| +18% | +$901K | 2.57% | 11 |
|
|
2016
Q4 | $5.15M | Buy |
+184,257
| New | +$5.15M | 2.66% | 10 |
|