SMART Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,524
| Closed | -$240K | – | 168 |
|
|
2024
Q3 | $240K | Sell |
8,524
-2,577
| -23% | -$72.6K | 0.09% | 123 |
|
|
2024
Q2 | $323K | Sell |
11,101
-3,090
| -22% | -$90K | 0.13% | 97 |
|
|
2024
Q1 | $403K | Sell |
14,191
-22,943
| -62% | -$651K | 0.18% | 75 |
|
|
2023
Q4 | $1.01M | Sell |
37,134
-136,340
| -79% | -$3.69M | 0.55% | 38 |
|
|
2023
Q3 | $5.16M | Buy |
173,474
+155,859
| +885% | +$4.63M | 3.87% | 6 |
|
|
2023
Q2 | $500K | Buy |
17,615
+1,950
| +12% | +$55.3K | 0.38% | 47 |
|
|
2023
Q1 | $437K | Buy |
+15,665
| New | +$437K | 0.39% | 48 |
|