Lake Hills Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50,207
| Closed | -$1.49M | – | 43 |
|
|
2023
Q3 | $1.49M | Buy |
+50,207
| New | +$1.49M | 1.51% | 18 |
|
|
2023
Q1 | – | Sell |
-303,304
| Closed | -$8.43M | – | 40 |
|
|
2022
Q4 | $8.43M | Buy |
+303,304
| New | +$8.43M | 8.41% | 3 |
|
|
2022
Q3 | – | Sell |
-573,421
| Closed | -$16M | – | 23 |
|
|
2022
Q2 | $16M | Sell |
573,421
-10,030
| -2% | -$280K | 11.86% | 4 |
|
|
2022
Q1 | $15.3M | Buy |
+583,451
| New | +$15.3M | 11.03% | 3 |
|