FGA
Fortis Group Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-140,886
| Closed | -$4.1M | – | 520 |
|
|
2024
Q2 | $4.1M | Buy |
140,886
+118,012
| +516% | +$3.44M | 0.82% | 39 |
|
|
2024
Q1 | $649K | Sell |
22,874
-827,970
| -97% | -$23.5M | 0.12% | 115 |
|
|
2023
Q4 | $23.7M | Hold |
850,844
| – | – | 5.87% | 4 |
|
|
2023
Q3 | $23.7M | Buy |
850,844
+593,893
| +231% | +$16.6M | 7.27% | 3 |
|
|
2023
Q2 | $7.29M | Sell |
256,951
-86,977
| -25% | -$2.47M | 1.94% | 11 |
|
|
2023
Q1 | $9.54M | Buy |
+343,928
| New | +$9.54M | 2.88% | 7 |
|