Avantax Advisory Services’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
11,984
| – | – | ﹤0.01% | 1851 |
|
|
2025
Q1 | $342K | Buy |
11,984
+1,904
| +19% | +$54.3K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $297K | Buy |
10,080
+61
| +0.6% | +$1.8K | ﹤0.01% | 1786 |
|
|
2024
Q3 | $282K | Buy |
10,019
+54
| +0.5% | +$1.52K | ﹤0.01% | 1804 |
|
|
2024
Q2 | $290K | Buy |
9,965
+198
| +2% | +$5.77K | ﹤0.01% | 1717 |
|
|
2024
Q1 | $277K | Buy |
+9,767
| New | +$277K | ﹤0.01% | 1344 |
|
|
2023
Q4 | – | Sell |
-7,076
| Closed | -$210K | – | 1677 |
|
|
2023
Q3 | $210K | Sell |
7,076
-359
| -5% | -$10.7K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $211K | Hold |
7,435
| – | – | ﹤0.01% | 1378 |
|
|
2023
Q1 | $207K | Sell |
7,435
-146
| -2% | -$4.07K | ﹤0.01% | 1359 |
|
|
2022
Q4 | $211K | Buy |
7,581
+505
| +7% | +$14K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $213K | Buy |
+7,076
| New | +$213K | ﹤0.01% | 1184 |
|
|
2020
Q4 | – | Sell |
-10,375
| Closed | -$264K | – | 1339 |
|
|
2020
Q3 | $264K | Buy |
+10,375
| New | +$264K | ﹤0.01% | 1089 |
|