Carson Wealth (CWM LLC)’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 4530 |
|
|
2025
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 4442 |
|
|
2024
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 4198 |
|
|
2024
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 4097 |
|
|
2024
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 3860 |
|
|
2024
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 3653 |
|
|
2023
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 3503 |
|
|
2023
Q3 | $5K | Sell |
50
-85
| -63% | -$8.5K | ﹤0.01% | 3448 |
|
|
2023
Q2 | $13K | Buy |
+135
| New | +$13K | ﹤0.01% | 2914 |
|