Oxford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,950
| Closed | -$289K | – | 276 |
|
|
2024
Q4 | $289K | Hold |
2,950
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $310K | Hold |
2,950
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $292K | Hold |
2,950
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $291K | Hold |
2,950
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $312K | Hold |
2,950
| – | – | 0.02% | 180 |
|
|
2023
Q3 | $287K | Hold |
2,950
| – | – | 0.02% | 174 |
|
|
2023
Q2 | $293K | Hold |
2,950
| – | – | 0.03% | 179 |
|
|
2023
Q1 | $287K | Hold |
2,950
| – | – | 0.03% | 156 |
|
|
2022
Q4 | $285K | Hold |
2,950
| – | – | 0.03% | 162 |
|
|
2022
Q3 | $267K | Hold |
2,950
| – | – | 0.04% | 146 |
|
|
2022
Q2 | $277K | Buy |
+2,950
| New | +$277K | 0.04% | 157 |
|