PWM
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Perigon Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Perigon Wealth Management’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$953K Buy
28,668
+10,005
+54% +$332K 0.02% 484
2025
Q1 		$1.86M Buy
18,663
+7,837
+72% +$783K 0.05% 314
2024
Q4 		$1.03M Buy
+10,826
New +$1.03M 0.03% 440