Wellspring Financial Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Hold |
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|
2025
Q2 | $391K | Hold |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $342K | Hold |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $346K | Hold |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $345K | Hold |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $227K | Buy |
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