Northwestern Mutual Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-500
| Closed | -$49K | – | 2361 |
|
|
2017
Q3 | $49K | Buy |
+500
| New | +$49K | ﹤0.01% | 1130 |
|
|
2016
Q1 | – | Sell |
-479
| Closed | -$46K | – | 2181 |
|
|
2015
Q4 | $46K | Buy |
+479
| New | +$46K | ﹤0.01% | 807 |
|
|
2014
Q2 | – | Sell |
-291
| Closed | -$32K | – | 1300 |
|
|
2014
Q1 | $32K | Buy |
291
+76
| +35% | +$8.36K | ﹤0.01% | 670 |
|
|
2013
Q4 | $24K | Buy |
+215
| New | +$24K | ﹤0.01% | 749 |
|