BFG
Barber Financial Group’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-7,385
| Closed | -$249K | – | 152 |
|
2022
Q1 | $249K | Sell |
7,385
-179,234
| -96% | -$6.04M | 0.03% | 130 |
|
2021
Q4 | $6.82M | Sell |
186,619
-28,296
| -13% | -$1.03M | 0.82% | 26 |
|
2021
Q3 | $7.8M | Sell |
214,915
-3,036
| -1% | -$110K | 1.01% | 27 |
|
2021
Q2 | $7.93M | Sell |
217,951
-41,198
| -16% | -$1.5M | 1.08% | 19 |
|
2021
Q1 | $9.09M | Buy |
+259,149
| New | +$9.09M | 1.33% | 17 |
|
2020
Q4 | – | Sell |
-125,876
| Closed | -$4.95M | – | 138 |
|
2020
Q3 | $4.95M | Sell |
125,876
-6,962
| -5% | -$274K | 1.08% | 24 |
|
2020
Q2 | $5.23M | Buy |
+132,838
| New | +$5.23M | 1.25% | 21 |
|
2020
Q1 | – | Sell |
-82,470
| Closed | -$2.84M | – | 129 |
|
2019
Q4 | $2.84M | Sell |
82,470
-1,572
| -2% | -$54.2K | 0.58% | 48 |
|
2019
Q3 | $2.99M | Buy |
+84,042
| New | +$2.99M | 0.64% | 39 |
|