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Investmark Advisory Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-150
Closed -$14K – 190
2021
Q4 		$14K Buy
+150
New +$14.7K 0.01% 253

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Investmark Advisory Group's FXF Position: Q1 2022 in Review

Investmark Advisory Group sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2022, closing a stake of 150 shares — an estimated $14K sold.

Investmark Advisory Group first reported a position in FXF in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 52 funds tracked by Wall St. Rank hold FXF as of Q1 2022.

  • Investmark Advisory Group reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 150 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2022, an estimated $14K.
  • Investmark Advisory Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $14K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.