Beacon Capital Management Inc (Ohio)’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
Q3 | – | Sell |
-36
| Closed | -$1K | – | 107 |
|
|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 63 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 103 |
|
|
2019
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 55 |
|
|
2019
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 56 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 85 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 64 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 55 |
|
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 58 |
|
|
2018
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 72 |
|
|
2018
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 75 |
|
|
2017
Q4 | $1K | Sell |
36
-11
| -23% | -$306 | ﹤0.01% | 94 |
|
|
2017
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 66 |
|
|
2017
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 59 |
|
|
2017
Q1 | $1K | Hold |
47
| – | – | ﹤0.01% | 63 |
|
|
2016
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 60 |
|
|
2016
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 100 |
|
|
2016
Q2 | $1K | Buy |
47
+5
| +12% | +$106 | ﹤0.01% | 143 |
|
|
2016
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 176 |
|
|
2015
Q4 | $1K | Sell |
42
-75
| -64% | -$1.79K | ﹤0.01% | 227 |
|
|
2015
Q3 | $3K | Buy |
+117
| New | +$3K | ﹤0.01% | 193 |
|