Goldstein Munger & Associates’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,400
| Closed | -$207K | – | 33 |
|
|
2015
Q3 | $207K | Hold |
9,400
| – | – | 0.09% | 31 |
|
|
2015
Q2 | $208K | Hold |
9,400
| – | – | 0.09% | 31 |
|
|
2015
Q1 | $202K | Hold |
9,400
| – | – | 0.09% | 29 |
|
|
2014
Q4 | $223K | Hold |
9,400
| – | – | 0.09% | 30 |
|
|
2014
Q3 | $236K | Hold |
9,400
| – | – | 0.1% | 28 |
|
|
2014
Q2 | $256K | Hold |
9,400
| – | – | 0.1% | 27 |
|
|
2014
Q1 | $254K | Hold |
9,400
| – | – | 0.12% | 23 |
|
|
2013
Q4 | $254K | Hold |
9,400
| – | – | 0.11% | 30 |
|
|
2013
Q3 | $254K | Hold |
9,400
| – | – | 0.1% | 29 |
|
|
2013
Q2 | $244K | Buy |
+9,400
| New | +$244K | 0.09% | 30 |
|