NWM
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Napa Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Napa Wealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,726
Closed -$267K – 178
2024
Q4 		$267K Sell
2,726
-3,488
-56% -$341K 0.12% 151
2024
Q3 		$653K Sell
6,214
-2,044
-25% -$215K 0.31% 87
2024
Q2 		$817K Buy
+8,258
New +$817K 0.55% 37