WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $16K | Hold |
650
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q1 | $16K | Hold |
650
| – | – | ﹤0.01% | 954 |
|
|
2016
Q4 | $15K | Hold |
650
| – | – | ﹤0.01% | 1014 |
|
|
2016
Q3 | $16K | Hold |
650
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q2 | $16K | Hold |
650
| – | – | ﹤0.01% | 975 |
|
|
2016
Q1 | $16K | Sell |
650
-514
| -44% | -$12.7K | ﹤0.01% | 940 |
|
|
2015
Q4 | $28K | Buy |
1,164
+650
| +126% | +$15.6K | 0.01% | 818 |
|
|
2015
Q3 | $13K | Hold |
514
| – | – | ﹤0.01% | 1035 |
|
|
2015
Q2 | $13K | Buy |
+514
| New | +$13K | ﹤0.01% | 1118 |
|
|
2014
Q4 | – | Sell |
-18
| Closed | – | – | 2345 |
|
|
2014
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 2211 |
|
|
2014
Q2 | $0 | Sell |
18
-2,197
| -99% | – | ﹤0.01% | 2154 |
|
|
2014
Q1 | $55K | Buy |
2,215
+18
| +0.8% | +$447 | 0.01% | 880 |
|
|
2013
Q4 | $56K | Sell |
2,197
-80
| -4% | -$2.04K | 0.01% | 959 |
|
|
2013
Q3 | $60K | Buy |
2,277
+436
| +24% | +$11.5K | 0.01% | 861 |
|
|
2013
Q2 | $48K | Buy |
+1,841
| New | +$48K | 0.01% | 898 |
|