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Global Retirement Partners’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Global Retirement Partners’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-130
Closed -$10K – 2015
2021
Q2 		$10K Hold
130
– – ﹤0.01% 1375
2021
Q1 		$10K Hold
130
– – ﹤0.01% 1292
2020
Q4 		$10K Hold
130
– – ﹤0.01% 1261
2020
Q3 		$9K Buy
+130
New +$9.28K ﹤0.01% 1167

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Global Retirement Partners's FXA Position: Q3 2021 in Review

Global Retirement Partners sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2021, closing a stake of 130 shares — an estimated $10K sold.

Global Retirement Partners first reported a position in FXA in Q3 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 30 funds tracked by Wall St. Rank hold FXA as of Q3 2021.

  • Global Retirement Partners reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2021 after selling out during the quarter.
  • Global Retirement Partners sold 130 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2021, an estimated $10K.
  • Global Retirement Partners first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2020 and held it in 4 quarters.
  • Global Retirement Partners's Invesco CurrencyShares Australian Dollar Trust position peaked at $10K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.