Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-200
| Closed | -$5K | – | 2807 |
|
|
2018
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2127 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2288 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2680 |
|
|
2015
Q1 | – | Sell |
-558
| Closed | -$14K | – | 2024 |
|
|
2014
Q4 | $14K | Buy |
+558
| New | +$14K | ﹤0.01% | 988 |
|
|
2014
Q1 | – | Sell |
-591
| Closed | -$15K | – | 1599 |
|
|
2013
Q4 | $15K | Sell |
591
-1,006
| -63% | -$25.5K | ﹤0.01% | 845 |
|
|
2013
Q3 | $42K | Buy |
+1,597
| New | +$42K | ﹤0.01% | 592 |
|