Upper Left Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,691
| Closed | -$1.79M | – | 62 |
|
|
2024
Q4 | $1.79M | Sell |
18,691
-2,732
| -13% | -$261K | 1.53% | 22 |
|
|
2024
Q3 | $2.19M | Sell |
21,423
-7,973
| -27% | -$815K | 1.91% | 21 |
|
|
2024
Q2 | $2.91M | Sell |
29,396
-532
| -2% | -$52.6K | 2.63% | 18 |
|
|
2024
Q1 | $2.98M | Sell |
29,928
-3,601
| -11% | -$359K | 2.77% | 18 |
|
|
2023
Q4 | $3.42M | Sell |
33,529
-2,786
| -8% | -$284K | 3.35% | 13 |
|
|
2023
Q3 | $3.55M | Sell |
36,315
-91
| -0.2% | -$8.89K | 3.69% | 12 |
|
|
2023
Q2 | $3.67M | Buy |
36,406
+105
| +0.3% | +$10.6K | 4.08% | 6 |
|
|
2023
Q1 | $3.64M | Sell |
36,301
-1,042
| -3% | -$104K | 4.13% | 7 |
|
|
2022
Q4 | $3.69M | Sell |
37,343
-1,111
| -3% | -$110K | 4.36% | 6 |
|
|
2022
Q3 | $3.49M | Sell |
38,454
-823
| -2% | -$74.8K | 4.54% | 4 |
|
|
2022
Q2 | $3.81M | Buy |
39,277
+352
| +0.9% | +$34.1K | 4.41% | 7 |
|
|
2022
Q1 | $3.99M | Buy |
+38,925
| New | +$3.99M | 4.13% | 8 |
|