Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-38
| Closed | -$1K | – | 3514 |
|
|
2017
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 4390 |
|
|
2017
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 4379 |
|
|
2016
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 4330 |
|
|
2016
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 4268 |
|
|
2016
Q2 | $1K | Sell |
38
-1,103
| -97% | -$29K | ﹤0.01% | 4082 |
|
|
2016
Q1 | $30K | Sell |
1,141
-200
| -15% | -$5.26K | ﹤0.01% | 2450 |
|
|
2015
Q4 | $37K | Buy |
1,341
+270
| +25% | +$7.45K | ﹤0.01% | 2341 |
|
|
2015
Q3 | $31K | Buy |
+1,071
| New | +$31K | ﹤0.01% | 2393 |
|