SFPIA
Stevens First Principles Investment Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-20
| Closed | – | – | 191 |
|
2017
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 198 |
|
2017
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 193 |
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$106K | – | 175 |
|
2016
Q4 | $106K | Hold |
4,000
| – | – | 0.07% | 85 |
|
2016
Q3 | $99K | Buy |
+4,000
| New | +$99K | 0.07% | 79 |
|