OneDigital Investment Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-590
| Closed | -$41K | – | 747 |
|
|
2019
Q2 | $41K | Hold |
590
| – | – | ﹤0.01% | 607 |
|
|
2019
Q1 | $42K | Hold |
590
| – | – | 0.01% | 525 |
|
|
2018
Q4 | $42K | Sell |
590
-200
| -25% | -$14.2K | 0.01% | 492 |
|
|
2018
Q3 | $57K | Hold |
790
| – | – | 0.01% | 382 |
|
|
2018
Q2 | $58K | Buy |
790
+50
| +7% | +$3.67K | 0.01% | 453 |
|
|
2018
Q1 | $57K | Buy |
740
+250
| +51% | +$19.3K | 0.01% | 485 |
|
|
2017
Q4 | $38K | Buy |
490
+420
| +600% | +$32.6K | ﹤0.01% | 585 |
|
|
2017
Q3 | $5K | Sell |
70
-65
| -48% | -$4.64K | ﹤0.01% | 880 |
|
|
2017
Q2 | $10K | Buy |
+135
| New | +$10K | ﹤0.01% | 940 |
|