RWM
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Raffa Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Raffa Wealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10
Closed -$992 – 918
2020
Q3 		$992 Buy
+10
New +$995 ﹤0.01% 669

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Raffa Wealth Management's FXF Position: Q4 2020 in Review

Raffa Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2020, closing a stake of 10 shares — an estimated $992 sold.

Raffa Wealth Management first reported a position in FXF in Q3 2020 and held it in 1 quarter. The position peaked at $992 in Q3 2020. 49 funds tracked by Wall St. Rank hold FXF as of Q4 2020.

  • Raffa Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2020 after selling out during the quarter.
  • Raffa Wealth Management sold 10 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2020, an estimated $992.
  • Raffa Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2020 and held it in 1 quarter.
  • Raffa Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $992 in Q3 2020.
  • 49 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2020.

Based on Raffa Wealth Management's 13F filing for Q4 2020, filed 27 Jul 2026.