Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-26,906
| Closed | -$712K | – | 366 |
|
|
2022
Q1 | $712K | Buy |
26,906
+6,650
| +33% | +$176K | 0.05% | 179 |
|
|
2021
Q4 | $528K | Sell |
20,256
-5,480
| -21% | -$143K | 0.04% | 204 |
|
|
2021
Q3 | $668K | Buy |
25,736
+15,831
| +160% | +$411K | 0.05% | 179 |
|
|
2021
Q2 | $252K | Buy |
+9,905
| New | +$252K | 0.02% | 326 |
|
|
2015
Q2 | – | Sell |
-1,207,407
| Closed | -$136M | – | 154 |
|
|
2015
Q1 | $136M | Sell |
1,207,407
-1,262,911
| -51% | -$142M | 4.73% | 5 |
|
|
2014
Q4 | $66.9M | Buy |
+2,470,318
| New | +$66.9M | 3.22% | 7 |
|