Engrave 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-108,159
| Closed | -$5.47M | – | 70 |
|
|
2020
Q4 | $5.47M | Buy |
108,159
+35,548
| +49% | +$1.8M | 4.49% | 6 |
|
|
2020
Q3 | $3.67M | Buy |
72,611
+5,471
| +8% | +$277K | 3.56% | 9 |
|
|
2020
Q2 | $3.39M | Buy |
67,140
+8,149
| +14% | +$411K | 3.01% | 8 |
|
|
2020
Q1 | $2.91M | Buy |
58,991
+3,132
| +6% | +$154K | 3.43% | 9 |
|
|
2019
Q4 | $2.81M | Buy |
+55,859
| New | +$2.81M | 2.71% | 9 |
|