PWAG
UUP icon

Polaris Wealth Advisory Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-415,653
Closed -$10.7M 144
2015
Q4
$10.7M Sell
415,653
-39,596
-9% -$1.02M 1.72% 14
2015
Q3
$11.4M Sell
455,249
-8,223
-2% -$206K 2.34% 13
2015
Q2
$11.6M Buy
+463,472
New +$11.6M 2.31% 16