Centric Wealth Management’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
Q4 | – | Sell |
-53,064
| Closed | -$1.58M | – | 121 |
|
2022
Q3 | $1.58M | Sell |
53,064
-240
| -0.5% | -$7.15K | 0.63% | 41 |
|
2022
Q2 | $1.49M | Sell |
53,304
-1,675
| -3% | -$46.8K | 0.55% | 49 |
|
2022
Q1 | $1.46M | Buy |
+54,979
| New | +$1.46M | 0.46% | 60 |
|
2019
Q1 | – | Sell |
-27,615
| Closed | -$747K | – | 112 |
|
2018
Q4 | $747K | Buy |
+27,615
| New | +$747K | 0.66% | 38 |
|