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WFG Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

WFG Advisors’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$13K – 1668
2016
Q4 		$13K Buy
+500
New +$12.9K ﹤0.01% 1047
2014
Q3 		– Sell
-1,351
Closed -$29K – 2173
2014
Q2 		$29K Buy
1,351
+851
+170% +$18.2K 0.01% 1131
2014
Q1 		$11K Sell
500
-20,105
-98% -$434K ﹤0.01% 1447
2013
Q4 		$443K Buy
20,605
+12,479
+154% +$270K 0.06% 331
2013
Q3 		$176K Buy
+8,126
New +$180K 0.03% 529

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TPWA
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UBS Group
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VF
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