Primoris Wealth 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
2023
Q1
Sell
-142,000
Closed -$3.95M 74
2022
Q4
$3.95M Sell
142,000
-500
-0.4% -$13.9K 6.08% 5
2022
Q3
$4.3M Buy
+142,500
New +$4.3M 7.66% 2