Transamerica Financial Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $959K | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $827K | Hold |
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|
2024
Q1 | $824K | Buy |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $887K | Sell |
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|
2023
Q1 | $884K | Sell |
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|
2022
Q4 | $911K | Sell |
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|
2022
Q3 | $954K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Buy |
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|
2021
Q2 | $7K | Buy |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $7K | Buy |
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|
2020
Q3 | $7K | Sell |
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|
2020
Q2 | $394K | Buy |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $9K | Buy |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $45K | Sell |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $410K | Buy |
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|
2018
Q2 | $408K | Sell |
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|
2018
Q1 | $485K | Sell |
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|
2017
Q4 | $485K | Sell |
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|
2017
Q3 | $533K | Sell |
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|
2017
Q2 | $592K | Sell |
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|
2017
Q1 | $618K | Buy |
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|
2016
Q4 | $585K | Buy |
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|
2016
Q3 | $571K | Buy |
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|
2016
Q2 | $500K | Buy |
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|
2016
Q1 | $487K | Sell |
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|
2015
Q4 | $474K | Buy |
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|
2015
Q3 | $437K | Sell |
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|
2015
Q2 | $536K | Sell |
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|
2015
Q1 | $662K | Buy |
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|
2014
Q4 | $615K | Sell |
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|
2014
Q3 | $651K | Buy |
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|
2014
Q2 | $680K | Buy |
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|
2014
Q1 | $631K | Sell |
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|
2013
Q4 | $691K | Sell |
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|
2013
Q3 | $711K | Sell |
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|
2013
Q2 | $747K | Buy |
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