Creative Planning’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
+3,841
| New | +$418K | ﹤0.01% | 2619 |
|
|
2023
Q1 | – | Sell |
-7,944
| Closed | -$785K | – | 2582 |
|
|
2022
Q4 | $785K | Hold |
7,944
| – | – | ﹤0.01% | 1154 |
|
|
2022
Q3 | $718K | Buy |
+7,944
| New | +$718K | ﹤0.01% | 1118 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$308K | – | 2281 |
|
|
2022
Q1 | $308K | Hold |
3,000
| – | – | ﹤0.01% | 1623 |
|
|
2021
Q4 | $317K | Buy |
+3,000
| New | +$317K | ﹤0.01% | 1583 |
|
|
2017
Q3 | – | Sell |
-94
| Closed | -$10K | – | 2504 |
|
|
2017
Q2 | $10K | Sell |
94
-49
| -34% | -$5.21K | ﹤0.01% | 3575 |
|
|
2017
Q1 | $15K | Buy |
143
+49
| +52% | +$5.14K | ﹤0.01% | 3290 |
|
|
2016
Q4 | $10K | Hold |
94
| – | – | ﹤0.01% | 3492 |
|
|
2016
Q3 | $10K | Hold |
94
| – | – | ﹤0.01% | 3453 |
|
|
2016
Q2 | $10K | Hold |
94
| – | – | ﹤0.01% | 3200 |
|
|
2016
Q1 | $10K | Buy |
+94
| New | +$10K | ﹤0.01% | 3190 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4315 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4197 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$211K | – | 1714 |
|
|
2015
Q1 | $211K | Buy |
2,000
+1,987
| +15,285% | +$210K | ﹤0.01% | 1162 |
|
|
2014
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 3715 |
|
|
2014
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 3558 |
|