DWM
Drive Wealth Management’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 | $7.92M | Sell |
158,056
-12,204
| -7% | -$612K | 1.74% | 13 |
|
|
2025
Q1 | $8.53M | Buy |
170,260
+17,219
| +11% | +$863K | 2% | 13 |
|
|
2024
Q4 | $7.67M | Sell |
153,041
-10,417
| -6% | -$522K | 1.88% | 13 |
|
|
2024
Q3 | $8.2M | Buy |
163,458
+34,818
| +27% | +$1.75M | 2.14% | 10 |
|
|
2024
Q2 | $6.42M | Sell |
128,640
-1,321
| -1% | -$65.9K | 1.73% | 12 |
|
|
2024
Q1 | $6.48M | Sell |
129,961
-1,299
| -1% | -$64.8K | 1.82% | 13 |
|
|
2023
Q4 | $6.55M | Sell |
131,260
-2,838
| -2% | -$142K | 2.11% | 10 |
|
|
2023
Q3 | $6.66M | Buy |
134,098
+2,529
| +2% | +$126K | 2.43% | 9 |
|
|
2023
Q2 | $6.53M | Buy |
131,569
+89,841
| +215% | +$4.46M | 2.42% | 11 |
|
|
2023
Q1 | $2.07M | Buy |
+41,728
| New | +$2.07M | 0.87% | 21 |
|