Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-147,901
| Closed | -$4.01M | – | 352 |
|
|
2024
Q2 | $4.01M | Buy |
147,901
+134,258
| +984% | +$3.64M | 0.45% | 62 |
|
|
2024
Q1 | $361K | Sell |
13,643
-64
| -0.5% | -$1.7K | 0.04% | 267 |
|
|
2023
Q4 | $344K | Buy |
+13,707
| New | +$344K | 0.04% | 249 |
|
|
2023
Q2 | – | Sell |
-14,158
| Closed | -$369K | – | 360 |
|
|
2023
Q1 | $369K | Sell |
14,158
-1,766
| -11% | -$46K | 0.05% | 241 |
|
|
2022
Q4 | $415K | Sell |
15,924
-2,357
| -13% | -$61.4K | 0.06% | 216 |
|
|
2022
Q3 | $544K | Sell |
18,281
-2,240
| -11% | -$66.7K | 0.09% | 153 |
|
|
2022
Q2 | $573K | Sell |
20,521
-21,111
| -51% | -$589K | 0.09% | 163 |
|
|
2022
Q1 | $1.1M | Sell |
41,632
-4,925
| -11% | -$130K | 0.19% | 103 |
|
|
2021
Q4 | $1.21M | Buy |
46,557
+6
| +0% | +$156 | 0.22% | 95 |
|
|
2021
Q3 | $1.21M | Buy |
46,551
+16,816
| +57% | +$436K | 0.25% | 85 |
|
|
2021
Q2 | $756K | Buy |
+29,735
| New | +$756K | 0.17% | 121 |
|