Sowell Financial Services’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-130,005
| Closed | -$2.46M | – | 604 |
|
|
2024
Q3 | $2.46M | Buy |
130,005
+27,802
| +27% | +$527K | 0.11% | 201 |
|
|
2024
Q2 | $1.83M | Sell |
102,203
-515
| -0.5% | -$9.22K | 0.09% | 235 |
|
|
2024
Q1 | $1.85M | Buy |
102,718
+26,685
| +35% | +$480K | 0.09% | 246 |
|
|
2023
Q4 | $1.4M | Buy |
76,033
+2,690
| +4% | +$49.6K | 0.08% | 275 |
|
|
2023
Q3 | $1.35M | Buy |
73,343
+2,882
| +4% | +$52.9K | 0.08% | 259 |
|
|
2023
Q2 | $1.33M | Buy |
+70,461
| New | +$1.33M | 0.07% | 299 |
|
|
2022
Q3 | – | Sell |
-10,792
| Closed | -$295K | – | 452 |
|
|
2022
Q2 | $295K | Buy |
+10,792
| New | +$295K | 0.03% | 258 |
|
|
2021
Q2 | – | Sell |
-694
| Closed | -$15K | – | 2582 |
|
|
2021
Q1 | $15K | Hold |
694
| – | – | ﹤0.01% | 2173 |
|
|
2020
Q4 | $15K | Buy |
+694
| New | +$15K | ﹤0.01% | 1867 |
|