SWM
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Strategic Wealth Management’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
2015
Q3
Sell
-174,255
Closed -$4.36M 36
2015
Q2
$4.36M Buy
174,255
+34,647
+25% +$867K 5.05% 7
2015
Q1
$3.62M Sell
139,608
-1,536
-1% -$39.8K 3.6% 13
2014
Q4
$3.38M Buy
+141,144
New +$3.38M 3.29% 12