Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-63
| Closed | -$6K | – | 437 |
|
|
2022
Q3 | $6K | Buy |
63
+5
| +9% | +$476 | ﹤0.01% | 493 |
|
|
2022
Q2 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 523 |
|
|
2022
Q1 | – | Sell |
-53
| Closed | -$5K | – | 387 |
|
|
2021
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 559 |
|
|
2021
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 536 |
|
|
2021
Q2 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 570 |
|