Atria Wealth Solutions’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,475
Closed -$335K 1883
2022
Q4
$335K Sell
3,475
-970
-22% -$93.6K 0.01% 1293
2022
Q3
$402K Sell
4,445
-5,380
-55% -$487K 0.01% 1140
2022
Q2
$922K Sell
9,825
-6,820
-41% -$640K 0.02% 712
2022
Q1
$1.62M Buy
+16,645
New +$1.62M 0.03% 551