Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,634
| Closed | -$230K | – | 135 |
|
|
2023
Q2 | $230K | Buy |
+4,634
| New | +$230K | 0.16% | 118 |
|
|
2021
Q4 | – | Sell |
-5,023
| Closed | -$254K | – | 125 |
|
|
2021
Q3 | $254K | Buy |
5,023
+331
| +7% | +$16.7K | 0.24% | 93 |
|
|
2021
Q2 | $237K | Sell |
4,692
-685
| -13% | -$34.6K | 0.23% | 105 |
|
|
2021
Q1 | $271K | Buy |
5,377
+321
| +6% | +$16.2K | 0.29% | 82 |
|
|
2020
Q4 | $255K | Buy |
+5,056
| New | +$255K | 0.25% | 82 |
|