Creative Financial Designs’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-590
| Closed | -$17K | – | 675 |
|
|
2019
Q4 | $17K | Sell |
590
-455
| -44% | -$13.1K | 0.01% | 349 |
|
|
2019
Q3 | $28K | Sell |
1,045
-445
| -30% | -$11.9K | 0.02% | 297 |
|
|
2019
Q2 | $41K | Buy |
1,490
+350
| +31% | +$9.63K | 0.02% | 246 |
|
|
2019
Q1 | $33K | Buy |
1,140
+125
| +12% | +$3.62K | 0.02% | 252 |
|
|
2018
Q4 | $29K | Hold |
1,015
| – | – | 0.02% | 242 |
|
|
2018
Q3 | $36K | Hold |
1,015
| – | – | 0.02% | 261 |
|
|
2018
Q2 | $34K | Buy |
+1,015
| New | +$34K | 0.02% | 286 |
|