IFP Advisors’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5728 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5538 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5353 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5104 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4892 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4642 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4491 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4062 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3960 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$15K | – | 3938 |
|
|
2018
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 2284 |
|
|
2018
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 2611 |
|
|
2018
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 2594 |
|
|
2018
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 2546 |
|
|
2017
Q4 | $16K | Hold |
600
| – | – | ﹤0.01% | 2544 |
|
|
2017
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 2776 |
|
|
2017
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 2751 |
|
|
2017
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 2670 |
|
|
2016
Q4 | $14K | Hold |
600
| – | – | ﹤0.01% | 2705 |
|
|
2016
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 2600 |
|
|
2016
Q2 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 2552 |
|
|
2016
Q1 | – | Sell |
-600
| Closed | -$15K | – | 4420 |
|
|
2015
Q4 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 2349 |
|