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Global Retirement Partners’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Global Retirement Partners’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-28
Closed -$3K – 2787
2022
Q2 		$3K Hold
28
– – ﹤0.01% 2058
2022
Q1 		$3K Buy
+28
New +$2.73K ﹤0.01% 2056

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Global Retirement Partners's FXF Position: Q3 2022 in Review

Global Retirement Partners sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2022, closing a stake of 28 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in FXF in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 50 funds tracked by Wall St. Rank hold FXF as of Q3 2022.

  • Global Retirement Partners reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2022 after selling out during the quarter.
  • Global Retirement Partners sold 28 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2022, an estimated $3K.
  • Global Retirement Partners first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2022 and held it in 2 quarters.
  • Global Retirement Partners's Invesco CurrencyShares Swiss Franc Trust position peaked at $3K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.