Capasso Planning Partners’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
Q1 | – | Sell |
-23,390
| Closed | -$688K | – | 104 |
|
|
2024
Q4 | $688K | Buy |
+23,390
| New | +$688K | 0.28% | 56 |
|
|
2023
Q2 | – | Sell |
-12,845
| Closed | -$358K | – | 104 |
|
|
2023
Q1 | $358K | Sell |
12,845
-27,996
| -69% | -$781K | 0.21% | 71 |
|
|
2022
Q4 | $1.14M | Sell |
40,841
-16,529
| -29% | -$460K | 0.72% | 33 |
|
|
2022
Q3 | $1.73M | Buy |
57,370
+42,619
| +289% | +$1.29M | 1.21% | 23 |
|
|
2022
Q2 | $412K | Buy |
+14,751
| New | +$412K | 0.29% | 56 |
|