IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-470
| Closed | -$12.5K | – | 4671 |
|
|
2024
Q3 | $12.5K | Buy |
470
+51
| +12% | +$1.35K | ﹤0.01% | 2337 |
|
|
2024
Q2 | $11.4K | Buy |
419
+309
| +281% | +$8.37K | ﹤0.01% | 2300 |
|
|
2024
Q1 | $2.88K | Sell |
110
-75
| -41% | -$1.97K | ﹤0.01% | 2604 |
|
|
2023
Q4 | $4.65K | Buy |
+185
| New | +$4.65K | ﹤0.01% | 2449 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$26.3K | – | 3581 |
|
|
2023
Q1 | $26.3K | Sell |
1,000
-28,450
| -97% | -$748K | ﹤0.01% | 1900 |
|
|
2022
Q4 | $801K | Buy |
29,450
+17,123
| +139% | +$466K | 0.02% | 707 |
|
|
2022
Q3 | $324K | Buy |
12,327
+11,000
| +829% | +$289K | 0.01% | 1154 |
|
|
2022
Q2 | $35K | Hold |
1,327
| – | – | ﹤0.01% | 2422 |
|
|
2022
Q1 | $35K | Buy |
+1,327
| New | +$35K | ﹤0.01% | 2422 |
|
|
2021
Q4 | – | Sell |
-598
| Closed | -$16K | – | 3445 |
|
|
2021
Q3 | $16K | Hold |
598
| – | – | ﹤0.01% | 2040 |
|
|
2021
Q2 | $15K | Sell |
598
-152
| -20% | -$3.81K | ﹤0.01% | 2058 |
|
|
2021
Q1 | $19K | Buy |
+750
| New | +$19K | ﹤0.01% | 1874 |
|
|
2017
Q2 | – | Sell |
-76
| Closed | -$2K | – | 4183 |
|
|
2017
Q1 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 3665 |
|