JPLA
Joseph P. Lucia & Associates’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-145
| Closed | -$10K | – | 273 |
|
|
2021
Q3 | $10K | Hold |
145
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $11K | Hold |
145
| – | – | 0.01% | 376 |
|
|
2021
Q1 | $11K | Hold |
145
| – | – | ﹤0.01% | 350 |
|
|
2020
Q4 | $11K | Buy |
+145
| New | +$11K | 0.01% | 329 |
|
|
2020
Q3 | – | Sell |
-440
| Closed | -$30K | – | 214 |
|
|
2020
Q2 | $30K | Hold |
440
| – | – | 0.03% | 208 |
|
|
2020
Q1 | $27K | Hold |
440
| – | – | 0.03% | 208 |
|
|
2019
Q4 | $31K | Buy |
+440
| New | +$31K | 0.03% | 212 |
|