V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,299
| Closed | -$347K | – | 403 |
|
|
2023
Q1 | $347K | Buy |
+13,299
| New | +$347K | 0.07% | 256 |
|
|
2022
Q2 | – | Sell |
-25,646
| Closed | -$679K | – | 465 |
|
|
2022
Q1 | $679K | Sell |
25,646
-303
| -1% | -$8.02K | 0.11% | 200 |
|
|
2021
Q4 | $676K | Sell |
25,949
-33,549
| -56% | -$874K | 0.1% | 197 |
|
|
2021
Q3 | $1.54M | Sell |
59,498
-2,726
| -4% | -$70.7K | 0.24% | 98 |
|
|
2021
Q2 | $1.57M | Buy |
62,224
+33,865
| +119% | +$856K | 0.25% | 96 |
|
|
2021
Q1 | $730K | Hold |
28,359
| – | – | 0.13% | 183 |
|
|
2020
Q4 | $710K | Sell |
28,359
-540
| -2% | -$13.5K | 0.15% | 166 |
|
|
2020
Q3 | $770K | Buy |
+28,899
| New | +$770K | 0.53% | 48 |
|