SUMMIT PLACE FINANCIAL ADVISORS, LLC – WisdomTree Bloomberg U.S. Dollar Bullish Fund Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$4.23M
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
+6.70%
quarter
WisdomTree Bloomberg U.S. Dollar Bullish Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.42% | -16.52K shares | -195K | $29.78 | 142.13K |
| Q2 2022 | share | Decrease | -9.56% | -16.77K shares | -216K | $27.91 | 158.66K |
| Q1 2022 | share | Increase | +0.06% | 105 shares | 75K | $26.47 | 175.43K |
| Q4 2021 | share | Increase | +9.70% | 15.50K shares | 420K | $26.14 | 175.33K |
| Q3 2021 | share | Increase | +6.21% | 9.34K shares | 323K | $25.96 | 159.82K |
| Q2 2021 | share | Increase | +3.29% | 4.79K shares | 76K | $25.42 | 150.48K |
| Q1 2021 | share | Increase | +3.92% | 5.5K shares | 240K | $25.74 | 145.69K |
| Q4 2020 | share | Increase | +6.96% | 9.12K shares | 18K | $25.04 | 140.19K |
| Q3 2020 | share | Increase | +5.29% | 6.59K shares | 58K | $26.46 | 131.07K |
| Q2 2020 | share | Increase | +5.61% | 6.61K shares | 102K | $27.4 | 124.48K |
| Q1 2020 | share | Increase | +1.65% | 1.91K shares | 240K | $28.08 | 117.87K |
| Q4 2019 | share | Increase | 0.00% | 115.95K shares | 3.09M | $26.48 | 115.95K |