WFG Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-500
| Closed | -$13K | – | 1662 |
|
|
2016
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1045 |
|
|
2014
Q3 | – | Sell |
-1,351
| Closed | -$29K | – | 2146 |
|
|
2014
Q2 | $29K | Buy |
1,351
+851
| +170% | +$18.3K | 0.01% | 1128 |
|
|
2014
Q1 | $11K | Sell |
500
-20,105
| -98% | -$442K | ﹤0.01% | 1440 |
|
|
2013
Q4 | $443K | Buy |
20,605
+12,479
| +154% | +$268K | 0.06% | 331 |
|
|
2013
Q3 | $176K | Buy |
+8,126
| New | +$176K | 0.03% | 529 |
|