AWMS
Advocacy Wealth Management Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
120,833
+18,297
| +18% | +$917K | 0.37% | 35 |
|
|
2025
Q1 | $5.14M | Buy |
102,536
+10,614
| +12% | +$532K | 0.35% | 38 |
|
|
2024
Q4 | $4.61M | Sell |
91,922
-7,864
| -8% | -$394K | 0.35% | 31 |
|
|
2024
Q3 | $5.01M | Sell |
99,786
-19,501
| -16% | -$979K | 0.39% | 26 |
|
|
2024
Q2 | $5.95M | Sell |
119,287
-14,709
| -11% | -$734K | 0.49% | 26 |
|
|
2024
Q1 | $6.69M | Sell |
133,996
-19,455
| -13% | -$971K | 0.57% | 27 |
|
|
2023
Q4 | $7.65M | Buy |
153,451
+21,215
| +16% | +$1.06M | 0.73% | 30 |
|
|
2023
Q3 | $6.57M | Buy |
132,236
+31,450
| +31% | +$1.56M | 0.73% | 20 |
|
|
2023
Q2 | $5M | Buy |
100,786
+15,081
| +18% | +$749K | 0.57% | 19 |
|
|
2023
Q1 | $4.25M | Buy |
85,705
+16,290
| +23% | +$808K | 0.52% | 18 |
|
|
2022
Q4 | $3.43M | Buy |
69,415
+9,103
| +15% | +$450K | 0.45% | 21 |
|
|
2022
Q3 | $2.98M | Buy |
60,312
+3,682
| +7% | +$182K | 0.43% | 20 |
|
|
2022
Q2 | $2.81M | Sell |
56,630
-1,102
| -2% | -$54.6K | 0.45% | 19 |
|
|
2022
Q1 | $2.87M | Sell |
57,732
-17,232
| -23% | -$858K | 0.5% | 20 |
|
|
2021
Q4 | $3.77M | Sell |
74,964
-3,903
| -5% | -$196K | 0.63% | 16 |
|
|
2021
Q3 | $3.98M | Sell |
78,867
-372
| -0.5% | -$18.8K | 0.72% | 18 |
|
|
2021
Q2 | $4M | Sell |
79,239
-33,569
| -30% | -$1.69M | 0.74% | 19 |
|
|
2021
Q1 | $5.7M | Sell |
112,808
-8,236
| -7% | -$416K | 1.14% | 16 |
|
|
2020
Q4 | $6.12M | Sell |
121,044
-656
| -0.5% | -$33.2K | 0.92% | 19 |
|
|
2020
Q3 | $6.15M | Buy |
121,700
+60,693
| +99% | +$3.07M | 0.99% | 18 |
|
|
2020
Q2 | $3.08M | Buy |
61,007
+40,354
| +195% | +$2.04M | 0.62% | 22 |
|
|
2020
Q1 | $1.02M | Sell |
20,653
-10,898
| -35% | -$538K | 0.23% | 22 |
|
|
2019
Q4 | $1.59M | Buy |
+31,551
| New | +$1.59M | 0.45% | 20 |
|