Kovack 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-26,386
| Closed | -$786K | – | 587 |
|
2022
Q3 | $786K | Buy |
26,386
+14,266
| +118% | +$425K | 0.12% | 192 |
|
2022
Q2 | $338K | Buy |
+12,120
| New | +$338K | 0.04% | 410 |
|
2019
Q1 | – | Sell |
-8,000
| Closed | -$216K | – | 448 |
|
2018
Q4 | $216K | Hold |
8,000
| – | – | 0.06% | 332 |
|
2018
Q3 | $214K | Hold |
8,000
| – | – | 0.06% | 376 |
|
2018
Q2 | $213K | Hold |
8,000
| – | – | 0.06% | 359 |
|
2018
Q1 | $202K | Buy |
+8,000
| New | +$202K | 0.05% | 420 |
|