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Carroll Financial Associates’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Carroll Financial Associates’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-455
Closed -$44K – 1823
2021
Q2 		$44K Buy
+455
New +$45.3K ﹤0.01% 851

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Carroll Financial Associates's FXF Position: Q3 2021 in Review

Carroll Financial Associates sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2021, closing a stake of 455 shares — an estimated $44K sold.

Carroll Financial Associates first reported a position in FXF in Q2 2021 and held it in 1 quarter. The position peaked at $44K in Q2 2021. 48 funds tracked by Wall St. Rank hold FXF as of Q3 2021.

  • Carroll Financial Associates reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 455 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2021, an estimated $44K.
  • Carroll Financial Associates first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Invesco CurrencyShares Swiss Franc Trust position peaked at $44K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.