CIA
Concurrent Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Buy |
158,394
+453
| +0.3% | +$22.7K | 0.15% | 142 |
|
|
2025
Q1 | $7.92M | Sell |
157,941
-12,174
| -7% | -$610K | 0.19% | 116 |
|
|
2024
Q4 | $8.52M | Buy |
170,115
+9,472
| +6% | +$475K | 0.23% | 97 |
|
|
2024
Q3 | $8.06M | Buy |
160,643
+109,881
| +216% | +$5.51M | 0.24% | 96 |
|
|
2024
Q2 | $2.53M | Buy |
50,762
+6,404
| +14% | +$320K | 0.08% | 227 |
|
|
2024
Q1 | $2.21M | Buy |
44,358
+15,721
| +55% | +$784K | 0.09% | 231 |
|
|
2023
Q4 | $1.43M | Buy |
+28,637
| New | +$1.43M | 0.07% | 277 |
|