Carson Wealth (CWM LLC)’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 4606 |
|
|
2025
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 4525 |
|
|
2024
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 4302 |
|
|
2024
Q3 | $5K | Hold |
70
| – | – | ﹤0.01% | 4096 |
|
|
2024
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 3859 |
|
|
2024
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 3652 |
|
|
2023
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 3502 |
|
|
2023
Q3 | $4K | Sell |
70
-115
| -62% | -$6.57K | ﹤0.01% | 3557 |
|
|
2023
Q2 | $12K | Buy |
+185
| New | +$12K | ﹤0.01% | 2973 |
|