Creative Planning’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-650
| Closed | -$82K | – | 2502 |
|
|
2017
Q2 | $82K | Sell |
650
-35
| -5% | -$4.42K | ﹤0.01% | 2123 |
|
|
2017
Q1 | $84K | Hold |
685
| – | – | ﹤0.01% | 2058 |
|
|
2016
Q4 | $82K | Buy |
685
+542
| +379% | +$64.9K | ﹤0.01% | 1984 |
|
|
2016
Q3 | $18K | Buy |
143
+108
| +309% | +$13.6K | ﹤0.01% | 3082 |
|
|
2016
Q2 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 3568 |
|
|
2015
Q2 | – | Sell |
-496
| Closed | -$72K | – | 1712 |
|
|
2015
Q1 | $72K | Hold |
496
| – | – | ﹤0.01% | 1751 |
|
|
2014
Q4 | $76K | Hold |
496
| – | – | ﹤0.01% | 1695 |
|
|
2014
Q3 | $79K | Buy |
+496
| New | +$79K | ﹤0.01% | 1618 |
|