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Retirement Planning Company of New England’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Retirement Planning Company of New England’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-80
Closed -$5K – 470
2021
Q4 		$5K Buy
+80
New +$5.79K ﹤0.01% 753

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Retirement Planning Company of New England's FXA Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2022, closing a stake of 80 shares — an estimated $5K sold.

Retirement Planning Company of New England first reported a position in FXA in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 20 funds tracked by Wall St. Rank hold FXA as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 80 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2022, an estimated $5K.
  • Retirement Planning Company of New England first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco CurrencyShares Australian Dollar Trust position peaked at $5K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.