Upper Left Wealth Management, LLC Invesco Currency Shares Euro Trust Transaction History

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Invesco Currency Shares Euro Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 29,396 shares of FXE stock, worth $3.03 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
29,396
Previous 29,928 1.78%
Holding current value
$3.03 Million
Previous $2.98 Million 2.51%
% of portfolio
2.67%
Previous 2.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$98.1 - $100.56 $52,189 - $53,497
-532 Reduced 1.78%
29,396 $2.91 Million
Q1 2024

Apr 23, 2024
SELL
$98.88 - $101.28 $356,066 - $364,709
-3,601 Reduced 10.74%
29,928 $2.98 Million
Q4 2023

Jan 23, 2024
SELL
$96.62 - $102.65 $269,183 - $285,982
-2,786 Reduced 7.67%
33,529 $3.42 Million
Q3 2023

Oct 25, 2023
SELL
$97.07 - $103.78 $8,833 - $9,443
-91 Reduced 0.25%
36,315 $3.55 Million
Q2 2023

Jul 25, 2023
BUY
$98.66 - $102.01 $10,359 - $10,711
105 Added 0.29%
36,406 $3.67 Million
Q1 2023

Apr 25, 2023
SELL
$97.11 - $101.4 $101,188 - $105,658
-1,042 Reduced 2.79%
36,301 $3.64 Million
Q4 2022

Jan 17, 2023
SELL
$89.5 - $98.8 $99,434 - $109,766
-1,111 Reduced 2.89%
37,343 $0
Q3 2022

Nov 01, 2022
SELL
$88.59 - $96.46 $72,909 - $79,386
-823 Reduced 2.1%
38,454 $3.49 Million
Q2 2022

Jul 08, 2022
BUY
$96.07 - $102.49 $33,816 - $36,076
352 Added 0.9%
39,277 $3.81 Million
Q1 2022

Apr 18, 2022
BUY
$100.85 - $106.43 $3.93 Million - $4.14 Million
38,925 New
38,925 $3.99 Million

Others Institutions Holding FXE

# of Institutions
51
Shares Held
712K
Call Options Held
109K
Put Options Held
149K
View Full List

About Invesco CurrencyShares Euro Trust

FXE Quotes by TradingView
  • Ticker FXE
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 2,250,000
  • Market Cap $232M
More about FXE
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