Wealthspire Advisors (Maryland)’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-141
| Closed | -$12K | – | 1055 |
|
|
2019
Q1 | $12K | Hold |
141
| – | – | ﹤0.01% | 1457 |
|
|
2018
Q4 | $12K | Hold |
141
| – | – | ﹤0.01% | 1395 |
|
|
2018
Q3 | $12K | Hold |
141
| – | – | ﹤0.01% | 1455 |
|
|
2018
Q2 | $12K | Hold |
141
| – | – | ﹤0.01% | 1467 |
|
|
2018
Q1 | $13K | Hold |
141
| – | – | ﹤0.01% | 1454 |
|
|
2017
Q4 | $12K | Buy |
141
+116
| +464% | +$9.87K | ﹤0.01% | 1514 |
|
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1982 |
|
|
2017
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1983 |
|