Transamerica Financial 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
Q3 | – | Sell |
-1
| Closed | -$1K | – | 679 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 621 |
|
|
2020
Q3 | – | Sell |
-58
| Closed | -$2K | – | 469 |
|
|
2020
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 322 |
|
|
2019
Q3 | – | Sell |
-118
| Closed | -$4K | – | 497 |
|
|
2019
Q2 | $4K | Buy |
+118
| New | +$4K | ﹤0.01% | 353 |
|
|
2019
Q1 | – | Sell |
-134
| Closed | -$4K | – | 433 |
|
|
2018
Q4 | $4K | Sell |
134
-24
| -15% | -$716 | ﹤0.01% | 329 |
|
|
2018
Q3 | $5K | Sell |
158
-9
| -5% | -$285 | ﹤0.01% | 339 |
|
|
2018
Q2 | $5K | Sell |
167
-11
| -6% | -$329 | ﹤0.01% | 279 |
|
|
2018
Q1 | $5K | Sell |
178
-79
| -31% | -$2.22K | ﹤0.01% | 291 |
|
|
2017
Q4 | $7K | Sell |
257
-11,393
| -98% | -$310K | ﹤0.01% | 276 |
|
|
2017
Q3 | $302K | Sell |
11,650
-410
| -3% | -$10.6K | 0.04% | 205 |
|
|
2017
Q2 | $317K | Sell |
12,060
-10,092
| -46% | -$265K | 0.04% | 198 |
|
|
2017
Q1 | $601K | Buy |
22,152
+1,580
| +8% | +$42.9K | 0.07% | 181 |
|
|
2016
Q4 | $576K | Sell |
20,572
-1,251
| -6% | -$35K | 0.07% | 176 |
|
|
2016
Q3 | $572K | Sell |
21,823
-663
| -3% | -$17.4K | 0.06% | 192 |
|
|
2016
Q2 | $591K | Sell |
22,486
-3,756
| -14% | -$98.7K | 0.06% | 181 |
|
|
2016
Q1 | $689K | Sell |
26,242
-8,094
| -24% | -$213K | 0.06% | 189 |
|
|
2015
Q4 | $940K | Buy |
34,336
+401
| +1% | +$11K | 0.07% | 174 |
|
|
2015
Q3 | $980K | Buy |
33,935
+620
| +2% | +$17.9K | 0.08% | 156 |
|
|
2015
Q2 | $935K | Buy |
33,315
+21,931
| +193% | +$616K | 0.07% | 180 |
|
|
2015
Q1 | $326K | Buy |
+11,384
| New | +$326K | 0.02% | 280 |
|