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Western Pacific Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Western Pacific Wealth Management’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$51K – 311
2023
Q4 		$51K Hold
500
– – 0.04% 144
2023
Q3 		$48.9K Buy
+500
New +$50.2K 0.04% 138

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Western Pacific Wealth Management's FXE Position: Q1 2024 in Review

Western Pacific Wealth Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2024, closing a stake of 500 shares — an estimated $51K sold.

Western Pacific Wealth Management first reported a position in FXE in Q3 2023 and held it in 2 quarters. The position peaked at $51K in Q4 2023. 39 funds tracked by Wall St. Rank hold FXE as of Q1 2024.

  • Western Pacific Wealth Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 500 Invesco CurrencyShares Euro Currency Trust shares in Q1 2024, an estimated $51K.
  • Western Pacific Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2023 and held it in 2 quarters.
  • Western Pacific Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $51K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2024.

Based on Western Pacific Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.