Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,920
| Closed | -$1.24M | – | 532 |
|
|
2023
Q2 | $1.24M | Buy |
24,920
+6,188
| +33% | +$307K | 0.11% | 155 |
|
|
2023
Q1 | $929K | Buy |
+18,732
| New | +$929K | 0.09% | 186 |
|
|
2022
Q3 | $730K | Buy |
+14,778
| New | +$730K | 0.08% | 197 |
|
|
2021
Q2 | – | Sell |
-7,515
| Closed | -$379K | – | 483 |
|
|
2021
Q1 | $379K | Buy |
+7,515
| New | +$379K | 0.04% | 310 |
|