TFA
DYLS
Transamerica Financial Advisors’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-138
| Closed | -$5K | – | 537 |
|
|
2018
Q3 | $5K | Sell |
138
-677
| -83% | -$24.5K | ﹤0.01% | 341 |
|
|
2018
Q2 | $27K | Buy |
815
+621
| +320% | +$20.6K | 0.01% | 245 |
|
|
2018
Q1 | $7K | Buy |
+194
| New | +$7K | ﹤0.01% | 282 |
|
|
2017
Q4 | – | Sell |
-2,278
| Closed | -$71K | – | 451 |
|
|
2017
Q3 | $71K | Buy |
2,278
+570
| +33% | +$17.8K | 0.01% | 231 |
|
|
2017
Q2 | $52K | Buy |
+1,708
| New | +$52K | 0.01% | 224 |
|