Creative Financial Designs’s WisdomTree Dynamic Bearish U.S. Equity Fund DYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-600
| Closed | -$12K | – | 678 |
|
|
2019
Q4 | $12K | Sell |
600
-800
| -57% | -$16K | 0.01% | 385 |
|
|
2019
Q3 | $32K | Sell |
1,400
-500
| -26% | -$11.4K | 0.02% | 277 |
|
|
2019
Q2 | $41K | Buy |
1,900
+350
| +23% | +$7.55K | 0.02% | 247 |
|
|
2019
Q1 | $36K | Hold |
1,550
| – | – | 0.02% | 246 |
|
|
2018
Q4 | $38K | Hold |
1,550
| – | – | 0.03% | 218 |
|
|
2018
Q3 | $41K | Hold |
1,550
| – | – | 0.02% | 250 |
|
|
2018
Q2 | $40K | Buy |
+1,550
| New | +$40K | 0.02% | 267 |
|