Kestra Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-13,094
| Closed | -$340K | – | 2189 |
|
2021
Q3 | $340K | Buy |
13,094
+104
| +0.8% | +$2.7K | ﹤0.01% | 1588 |
|
2021
Q2 | $330K | Sell |
12,990
-1
| -0% | -$25 | ﹤0.01% | 1516 |
|
2021
Q1 | $334K | Sell |
12,991
-15,686
| -55% | -$403K | ﹤0.01% | 1403 |
|
2020
Q4 | $718K | Sell |
28,677
-1,481
| -5% | -$37.1K | 0.01% | 1025 |
|
2020
Q3 | $803K | Buy |
+30,158
| New | +$803K | 0.02% | 696 |
|