Perigon Wealth Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42,532
| Closed | -$784K | – | 888 |
|
|
2023
Q4 | $784K | Buy |
+42,532
| New | +$784K | 0.03% | 397 |
|
|
2023
Q3 | – | Sell |
-30,675
| Closed | -$577K | – | 818 |
|
|
2023
Q2 | $577K | Sell |
30,675
-60,302
| -66% | -$1.13M | 0.02% | 423 |
|
|
2023
Q1 | $1.71M | Buy |
90,977
+49,675
| +120% | +$932K | 0.1% | 196 |
|
|
2022
Q4 | $764K | Buy |
+41,302
| New | +$764K | 0.05% | 321 |
|