Buckingham Strategic Wealth’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
2024 Q1	–	Sell	-43,838	Closed	-$2.19M	–	770
2023 Q4	$2.19M	Sell	43,838 -28,469	-39%	-$1.42M	0.03%	224
2023 Q3	$3.59M	Sell	72,307 -13,326	-16%	-$662K	0.05%	158
2023 Q2	$4.25M	Buy	+85,633	New	+$4.25M	0.06%	145