Delos Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $99.5K | Buy |
+3,702
| New | +$99.5K | 0.08% | 71 |
|
2025
Q1 | – | Sell |
-3,702
| Closed | -$109K | – | 180 |
|
2024
Q4 | $109K | Sell |
3,702
-104
| -3% | -$3.06K | 0.09% | 59 |
|
2024
Q3 | $107K | Sell |
3,806
-381
| -9% | -$10.7K | 0.09% | 67 |
|
2024
Q2 | $122K | Sell |
4,187
-4,985
| -54% | -$145K | 0.12% | 65 |
|
2024
Q1 | $260K | Sell |
9,172
-42,677
| -82% | -$1.21M | 0.29% | 41 |
|
2023
Q4 | $1.4M | Sell |
51,849
-1,822
| -3% | -$49.4K | 2.04% | 17 |
|
2023
Q3 | $1.55M | Sell |
53,671
-662
| -1% | -$19.1K | 1.88% | 16 |
|
2023
Q2 | $1.54M | Buy |
54,333
+1,752
| +3% | +$49.7K | 1.97% | 16 |
|
2023
Q1 | $1.47M | Buy |
+52,581
| New | +$1.47M | 1.85% | 17 |
|