Carson Wealth (CWM LLC)’s Invesco Ultra Short Duration ETF GSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.8M | Buy |
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|
2025
Q2 | $26.5M | Sell |
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|
2025
Q1 | $26.7M | Buy |
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|
2024
Q4 | $25.1M | Buy |
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|
2024
Q3 | $18.1M | Sell |
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|
2024
Q2 | $18.6M | Sell |
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|
2024
Q1 | $19M | Buy |
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|
2023
Q4 | $18.4M | Buy |
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|
2023
Q3 | $18.2M | Sell |
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|
2023
Q2 | $19.1M | Sell |
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|
2023
Q1 | $20.7M | Sell |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $18.4M | Buy |
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|
2022
Q2 | $16.9M | Buy |
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|
2022
Q1 | $14.8M | Sell |
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|
2021
Q4 | $21.5M | Buy |
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|
2021
Q2 | $27.9M | Hold |
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|
2021
Q1 | $27.9M | Hold |
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|
2020
Q4 | $27.9M | Hold |
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|
2020
Q3 | $27.9M | Hold |
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|
2020
Q2 | $27.9M | Hold |
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|
2020
Q1 | $27.9M | Hold |
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|
2019
Q4 | $27.9M | Hold |
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|
2019
Q3 | $27.9M | Hold |
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|
2019
Q2 | $27.9M | Hold |
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|
2019
Q1 | $27.9M | Buy |
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|
2018
Q4 | $361K | Buy |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $518K | Buy |
|