EverSource Wealth Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $109K | Buy |
1,004
+3
| +0.3% | +$326 | ﹤0.01% | 1149 |
|
2025
Q1 | $100K | Buy |
1,001
+3
| +0.3% | +$300 | 0.01% | 911 |
|
2024
Q4 | $95.4K | Buy |
998
+5
| +0.5% | +$478 | 0.01% | 920 |
|
2024
Q3 | $102K | Buy |
993
+4
| +0.4% | +$411 | 0.01% | 782 |
|
2024
Q2 | $99K | Buy |
989
+5
| +0.5% | +$500 | 0.01% | 804 |
|
2024
Q1 | $97K | Buy |
984
+4
| +0.4% | +$394 | 0.01% | 718 |
|
2023
Q4 | $100K | Hold |
980
| – | – | 0.01% | 638 |
|
2023
Q3 | $95.7K | Hold |
980
| – | – | 0.01% | 576 |
|
2023
Q2 | $98.8K | Buy |
+980
| New | +$98.8K | 0.01% | 582 |
|