CWA
Clearview Wealth Advisors’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 |
-73,137
| Closed | -$1.98M | – | 130 |
|
|
2023
Q4 | $1.98M | Buy |
+73,137
| New | +$1.98M | 2.31% | 6 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$1.9K | – | 617 |
|
|
2023
Q2 | $1.9K | Hold |
67
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $1.87K | Buy |
67
+27
| +68% | +$753 | ﹤0.01% | 526 |
|
|
2022
Q4 | $1.11K | Hold |
40
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $1K | Sell |
40
-800
| -95% | -$20K | ﹤0.01% | 562 |
|
|
2022
Q1 | $22K | Sell |
840
-5,525
| -87% | -$145K | 0.01% | 294 |
|
|
2021
Q4 | $163K | Buy |
+6,365
| New | +$163K | 0.1% | 118 |
|