Pettinga Financial Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
57,275
-14,900
| -21% | -$401K | 0.34% | 49 |
|
|
2025
Q1 | $2.06M | Buy |
72,175
+44,825
| +164% | +$1.28M | 0.48% | 46 |
|
|
2024
Q4 | $805K | Buy |
+27,350
| New | +$805K | 0.18% | 64 |
|
|
2022
Q2 | – | Sell |
-144,250
| Closed | -$3.79M | – | 111 |
|
|
2022
Q1 | $3.79M | Sell |
144,250
-18,400
| -11% | -$484K | 0.95% | 27 |
|
|
2021
Q4 | $4.17M | Sell |
162,650
-5,000
| -3% | -$128K | 1.01% | 26 |
|
|
2021
Q3 | $4.24M | Buy |
167,650
+126,225
| +305% | +$3.19M | 1.08% | 24 |
|
|
2021
Q2 | $1.03M | Buy |
41,425
+11,625
| +39% | +$289K | 0.28% | 49 |
|
|
2021
Q1 | $749K | Buy |
29,800
+2,700
| +10% | +$67.9K | 0.22% | 56 |
|
|
2020
Q4 | $657K | Buy |
+27,100
| New | +$657K | 0.24% | 52 |
|