OneDigital Investment Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,065
| Closed | -$94K | – | 751 |
|
|
2019
Q2 | $94K | Hold |
1,065
| – | – | 0.01% | 469 |
|
|
2019
Q1 | $92K | Hold |
1,065
| – | – | 0.01% | 386 |
|
|
2018
Q4 | $93K | Sell |
1,065
-300
| -22% | -$26.2K | 0.02% | 349 |
|
|
2018
Q3 | $115K | Hold |
1,365
| – | – | 0.03% | 259 |
|
|
2018
Q2 | $118K | Buy |
1,365
+550
| +67% | +$47.5K | 0.02% | 309 |
|
|
2018
Q1 | $73K | Buy |
+815
| New | +$73K | 0.02% | 424 |
|