CWM
Cedar Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,732
| Closed | -$345K | – | 358 |
|
|
2023
Q4 | $345K | Hold |
12,732
| – | – | 0.13% | 75 |
|
|
2023
Q3 | $379K | Sell |
12,732
-12,745
| -50% | -$379K | 0.15% | 73 |
|
|
2023
Q2 | $723K | Hold |
25,477
| – | – | 0.28% | 50 |
|
|
2023
Q1 | $710K | Hold |
25,477
| – | – | 0.29% | 49 |
|
|
2022
Q4 | $709K | Buy |
+25,477
| New | +$709K | 0.35% | 42 |
|