WT Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-8,666
| Closed | -$776K | – | 113 |
|
2020
Q3 | $776K | Sell |
8,666
-8,124
| -48% | -$727K | 0.51% | 55 |
|
2020
Q2 | $1.47M | Buy |
16,790
+1,568
| +10% | +$137K | 1.19% | 19 |
|
2020
Q1 | $1.34M | Buy |
15,222
+469
| +3% | +$41.3K | 1.41% | 17 |
|
2019
Q4 | $1.29M | Buy |
14,753
+1,923
| +15% | +$168K | 0.98% | 24 |
|
2019
Q3 | $1.13M | Buy |
+12,830
| New | +$1.13M | 0.98% | 30 |
|