Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4K | Hold |
1,577
| – | – | ﹤0.01% | 2552 |
|
|
2025
Q1 | $45K | Hold |
1,577
| – | – | ﹤0.01% | 2437 |
|
|
2024
Q4 | $46.4K | Sell |
1,577
-583
| -27% | -$17.2K | ﹤0.01% | 2377 |
|
|
2024
Q3 | $60.9K | Buy |
+2,160
| New | +$60.9K | ﹤0.01% | 2131 |
|
|
2020
Q4 | – | Sell |
-108
| Closed | -$3K | – | 3000 |
|
|
2020
Q3 | $3K | Sell |
108
-109,837
| -100% | -$3.05M | ﹤0.01% | 2529 |
|
|
2020
Q2 | $2.89M | Sell |
109,945
-38,991
| -26% | -$1.03M | 0.08% | 240 |
|
|
2020
Q1 | $4M | Buy |
+148,936
| New | +$4M | 0.15% | 163 |
|