JFS Wealth Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-31
| Closed | -$4K | – | 600 |
|
|
2020
Q4 | $4K | Sell |
31
-4
| -11% | -$516 | ﹤0.01% | 490 |
|
|
2020
Q3 | $4K | Sell |
35
-1
| -3% | -$114 | ﹤0.01% | 460 |
|
|
2020
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 440 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$5K | – | 523 |
|
|
2019
Q4 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 407 |
|