JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-189
| Closed | -$5K | – | 553 |
|
|
2019
Q3 | $5K | Sell |
189
-22
| -10% | -$582 | ﹤0.01% | 406 |
|
|
2019
Q2 | $6K | Buy |
211
+105
| +99% | +$2.99K | ﹤0.01% | 398 |
|
|
2019
Q1 | $3K | Sell |
106
-100
| -49% | -$2.83K | ﹤0.01% | 428 |
|
|
2018
Q4 | $6K | Sell |
206
-15
| -7% | -$437 | ﹤0.01% | 381 |
|
|
2018
Q3 | $6K | Buy |
+221
| New | +$6K | ﹤0.01% | 451 |
|