4J Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
9,081
| – | – | 0.31% | 55 |
|
|
2025
Q1 | $455K | Hold |
9,081
| – | – | 0.36% | 48 |
|
|
2024
Q4 | $455K | Buy |
9,081
+200
| +2% | +$10K | 0.37% | 47 |
|
|
2024
Q3 | $446K | Sell |
8,881
-744
| -8% | -$37.3K | 0.35% | 50 |
|
|
2024
Q2 | $480K | Hold |
9,625
| – | – | 0.4% | 45 |
|
|
2024
Q1 | $480K | Buy |
9,625
+862
| +10% | +$43K | 0.41% | 47 |
|
|
2023
Q4 | $437K | Hold |
8,763
| – | – | 0.4% | 52 |
|
|
2023
Q3 | $436K | Hold |
8,763
| – | – | 0.43% | 51 |
|
|
2023
Q2 | $435K | Sell |
8,763
-450
| -5% | -$22.3K | 0.42% | 55 |
|
|
2023
Q1 | $457K | Sell |
9,213
-45
| -0.5% | -$2.23K | 0.49% | 48 |
|
|
2022
Q4 | $458K | Buy |
9,258
+100
| +1% | +$4.95K | 0.53% | 43 |
|
|
2022
Q3 | $452K | Buy |
9,158
+1,778
| +24% | +$87.8K | 0.58% | 38 |
|
|
2022
Q2 | $366K | Sell |
7,380
-100
| -1% | -$4.96K | 0.46% | 45 |
|
|
2022
Q1 | $373K | Sell |
7,480
-850
| -10% | -$42.4K | 0.33% | 50 |
|
|
2021
Q4 | $419K | Sell |
8,330
-1,000
| -11% | -$50.3K | 0.35% | 48 |
|
|
2021
Q3 | $471K | Sell |
9,330
-235
| -2% | -$11.9K | 0.41% | 45 |
|
|
2021
Q2 | $483K | Sell |
9,565
-2,780
| -23% | -$140K | 0.42% | 44 |
|
|
2021
Q1 | $623K | Sell |
12,345
-250
| -2% | -$12.6K | 0.58% | 42 |
|
|
2020
Q4 | $637K | Buy |
+12,595
| New | +$637K | 0.61% | 41 |
|