CAPTRUST Financial Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $3.13M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $50K | Hold |
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|
2015
Q4 | $48K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $11K | Buy |
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|
2013
Q4 | $5K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $5K | Buy |
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