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