Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Sell |
372
-11
| -3% | -$552 | ﹤0.01% | 470 |
|
|
2025
Q1 | $19.2K | Sell |
383
-257
| -40% | -$12.9K | ﹤0.01% | 436 |
|
|
2024
Q4 | $32.1K | Sell |
640
-281
| -31% | -$14.1K | 0.01% | 397 |
|
|
2024
Q3 | $46.2K | Hold |
921
| – | – | 0.01% | 349 |
|
|
2024
Q2 | $46K | Hold |
921
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $45.9K | Buy |
+921
| New | +$45.9K | 0.01% | 364 |
|
|
2022
Q1 | – | Sell |
-395
| Closed | -$20K | – | 1320 |
|
|
2021
Q4 | $20K | Buy |
+395
| New | +$20K | ﹤0.01% | 644 |
|