Concord Wealth Partners’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
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|
2025
Q1 | $151K | Sell |
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|
2024
Q4 | $188K | Buy |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $8.03K | Sell |
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|
2023
Q3 | $30.4K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $39K | Buy |
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