Congress Wealth Management’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
2022 Q4	–	Sell	-4,426	Closed	-$219K	–	567
2022 Q3	$219K	Sell	4,426 -941	-18%	-$46.6K	0.01%	515
2022 Q2	$266K	Sell	5,367 -10,801	-67%	-$535K	0.01%	493
2022 Q1	$806K	Buy	16,168 +6,168	+62%	+$307K	0.02%	385
2021 Q4	$503K	Buy	+10,000	New	+$503K	0.01%	461