Courage Miller Partners’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,931
| Closed | -$402K | – | 58 |
|
|
2014
Q3 | $402K | Sell |
3,931
-3,858
| -50% | -$395K | 0.31% | 43 |
|
|
2014
Q2 | $859K | Sell |
7,789
-86
| -1% | -$9.48K | 0.63% | 41 |
|
|
2014
Q1 | $872K | Sell |
7,875
-112
| -1% | -$12.4K | 0.69% | 39 |
|
|
2013
Q4 | $877K | Sell |
7,987
-598
| -7% | -$65.7K | 0.74% | 37 |
|
|
2013
Q3 | $931K | Hold |
8,585
| – | – | 0.76% | 34 |
|
|
2013
Q2 | $892K | Buy |
+8,585
| New | +$892K | 0.81% | 30 |
|