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Atria Wealth Solutions’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Atria Wealth Solutions’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,250
Closed -$230K – 1999
2023
Q4 		$230K Sell
2,250
-995
-31% -$98.9K ﹤0.01% 1684
2023
Q3 		$317K Sell
3,245
-8,406
-72% -$845K ﹤0.01% 1387
2023
Q2 		$1.17M Buy
11,651
+653
+6% +$65.7K 0.02% 777
2023
Q1 		$1.1M Buy
+10,998
New +$1.09M 0.02% 759

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