Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$11.4K | – | 1929 |
|
|
2023
Q2 | $11.4K | Hold |
400
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q1 | $11.2K | Buy |
400
+200
| +100% | +$5.58K | ﹤0.01% | 1120 |
|
|
2022
Q4 | $5.56K | Buy |
+200
| New | +$5.56K | ﹤0.01% | 1308 |
|
|
2020
Q4 | – | Sell |
-9,939
| Closed | -$252K | – | 842 |
|
|
2020
Q3 | $252K | Buy |
+9,939
| New | +$252K | 0.05% | 237 |
|