Geneos Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$27K | – | 2047 |
|
|
2022
Q3 | $27K | Hold |
300
| – | – | ﹤0.01% | 1227 |
|
|
2022
Q2 | $27K | Hold |
300
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q1 | $29K | Hold |
300
| – | – | ﹤0.01% | 1617 |
|
|
2021
Q4 | $29K | Buy |
+300
| New | +$29K | ﹤0.01% | 1704 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$4K | – | 2926 |
|
|
2020
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 2252 |
|