B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,343
| Closed | -$239K | – | 161 |
|
|
2015
Q4 | $239K | Buy |
9,343
+1,110
| +13% | +$28.4K | 0.31% | 122 |
|
|
2015
Q3 | $206K | Hold |
8,233
| – | – | 0.29% | 141 |
|
|
2015
Q2 | $206K | Buy |
8,233
+7,385
| +871% | +$185K | 0.16% | 182 |
|
|
2015
Q1 | $21K | Sell |
848
-420
| -33% | -$10.4K | 0.02% | 603 |
|
|
2014
Q4 | $30K | Sell |
1,268
-1,095
| -46% | -$25.9K | 0.02% | 492 |
|
|
2014
Q3 | $54K | Buy |
2,363
+1,268
| +116% | +$29K | 0.04% | 396 |
|
|
2014
Q2 | $23K | Sell |
1,095
-600
| -35% | -$12.6K | 0.01% | 633 |
|
|
2014
Q1 | $36K | Buy |
+1,695
| New | +$36K | 0.03% | 514 |
|