VWM
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Venturi Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Venturi Wealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-498
Closed -$52.7K – 1392
2023
Q4 		$52.7K Hold
498
– – ﹤0.01% 482
2023
Q3 		$48.4K Hold
498
– – ﹤0.01% 472
2023
Q2 		$49.5K Hold
498
– – ﹤0.01% 426
2023
Q1 		$48.5K Buy
+498
New +$48.5K ﹤0.01% 472