WWA
WCG Wealth Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $801K | Sell |
12,532
-478
| -4% | -$30.6K | 0.05% | 251 |
|
2025
Q1 | $800K | Sell |
13,010
-894
| -6% | -$55K | 0.06% | 217 |
|
2024
Q4 | $815K | Sell |
13,904
-680
| -5% | -$39.9K | 0.05% | 229 |
|
2024
Q3 | $938K | Sell |
14,584
-467
| -3% | -$30K | 0.06% | 228 |
|
2024
Q2 | $866K | Sell |
15,051
-78
| -0.5% | -$4.49K | 0.06% | 207 |
|
2024
Q1 | $926K | Sell |
15,129
-168
| -1% | -$10.3K | 0.08% | 189 |
|
2023
Q4 | $1.01M | Buy |
15,297
+432
| +3% | +$28.4K | 0.07% | 205 |
|
2023
Q3 | $924K | Buy |
+14,865
| New | +$924K | 0.07% | 204 |
|