Geneos Wealth Management’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51K | Hold |
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|
2025
Q2 | $52.1K | Sell |
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|
2025
Q1 | $98.6K | Buy |
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|
2024
Q4 | $34K | Hold |
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|
2024
Q3 | $36.2K | Hold |
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|
2024
Q2 | $35.8K | Hold |
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|
2024
Q1 | $36.2K | Sell |
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|
2023
Q4 | $77.9K | Buy |
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|
2023
Q3 | $36.1K | Hold |
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|
2023
Q2 | $37K | Hold |
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|
2023
Q1 | $36.2K | Hold |
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|
2022
Q4 | $36.1K | Buy |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Buy |
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