Bordeaux Wealth Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,383
Closed -$354K 118
2023
Q4
$354K Sell
5,383
-3,017
-36% -$199K 0.12% 73
2023
Q3
$522K Buy
8,400
+1,600
+24% +$99.5K 0.21% 52
2023
Q2
$439K Buy
6,800
+700
+11% +$45.2K 0.18% 59
2023
Q1
$428K Buy
+6,100
New +$428K 0.22% 64