Plante Moran 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
Q1 | – | Sell |
-34
| Closed | -$1K | – | 983 |
|
|
2024
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 821 |
|
|
2020
Q2 | – | Sell |
-13,000
| Closed | -$349K | – | 875 |
|
|
2020
Q1 | $349K | Buy |
+13,000
| New | +$349K | 0.16% | 82 |
|
|
2016
Q4 | – | Sell |
-870
| Closed | -$21K | – | 1041 |
|
|
2016
Q3 | $21K | Buy |
+870
| New | +$21K | 0.01% | 485 |
|