Tyler-Stone Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-116
| Closed | -$11.5K | – | 520 |
|
|
2024
Q2 | $11.5K | Hold |
116
| – | – | ﹤0.01% | 621 |
|
|
2024
Q1 | $11.4K | Hold |
116
| – | – | 0.01% | 620 |
|
|
2023
Q4 | $12.3K | Hold |
116
| – | – | 0.01% | 591 |
|
|
2023
Q3 | $11K | Hold |
116
| – | – | 0.01% | 577 |
|
|
2023
Q2 | $12K | Buy |
+116
| New | +$12K | 0.01% | 560 |
|
|
2022
Q4 | $11K | Hold |
116
| – | – | 0.01% | 534 |
|
|
2022
Q3 | $10K | Hold |
116
| – | – | 0.01% | 532 |
|
|
2022
Q2 | $11K | Hold |
116
| – | – | 0.01% | 532 |
|
|
2022
Q1 | $11K | Hold |
116
| – | – | 0.01% | 551 |
|
|
2021
Q4 | $11K | Buy |
+116
| New | +$11K | 0.01% | 588 |
|