Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,897
| Closed | -$85.9K | – | 2571 |
|
|
2025
Q1 | $85.9K | Hold |
4,897
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q4 | $81.8K | Hold |
4,897
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q3 | $92.7K | Buy |
4,897
+1
| +0% | +$19 | ﹤0.01% | 932 |
|
|
2024
Q2 | $87.6K | Sell |
4,896
-1
| -0% | -$18 | ﹤0.01% | 934 |
|
|
2024
Q1 | $88.1K | Hold |
4,897
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q4 | $88.6K | Hold |
4,897
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q3 | $90K | Hold |
4,897
| – | – | ﹤0.01% | 982 |
|
|
2023
Q2 | $92.1K | Hold |
4,897
| – | – | ﹤0.01% | 994 |
|
|
2023
Q1 | $91.9K | Hold |
4,897
| – | – | ﹤0.01% | 995 |
|
|
2022
Q4 | $91K | Hold |
4,897
| – | – | 0.01% | 782 |
|
|
2022
Q3 | $84K | Hold |
4,897
| – | – | 0.01% | 768 |
|
|
2022
Q2 | $90K | Sell |
4,897
-4,696
| -49% | -$86.3K | ﹤0.01% | 1075 |
|
|
2022
Q1 | $188K | Hold |
9,593
| – | – | 0.01% | 924 |
|
|
2021
Q4 | $194K | Hold |
9,593
| – | – | ﹤0.01% | 1106 |
|
|
2021
Q3 | $198K | Hold |
9,593
| – | – | 0.01% | 933 |
|
|
2021
Q2 | $202K | Sell |
9,593
-1
| -0% | -$21 | 0.01% | 943 |
|
|
2021
Q1 | $201K | Buy |
+9,594
| New | +$201K | 0.01% | 1062 |
|