Financial Advocates Investment Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,928
| Closed | -$935K | – | 757 |
|
|
2021
Q4 | $935K | Buy |
8,928
+3,377
| +61% | +$354K | 0.06% | 329 |
|
|
2021
Q3 | $201K | Buy |
+5,551
| New | +$201K | 0.01% | 705 |
|
|
2021
Q2 | – | Sell |
-5,751
| Closed | -$202K | – | 760 |
|
|
2021
Q1 | $202K | Sell |
5,751
-45,542
| -89% | -$1.6M | 0.01% | 696 |
|
|
2020
Q4 | $1.96M | Buy |
51,293
+17,480
| +52% | +$667K | 0.13% | 178 |
|
|
2020
Q3 | $1.33M | Buy |
33,813
+1,660
| +5% | +$65.2K | 0.11% | 188 |
|
|
2020
Q2 | $1.27M | Sell |
32,153
-1,687
| -5% | -$66.4K | 0.12% | 197 |
|
|
2020
Q1 | $1.33M | Sell |
33,840
-50,085
| -60% | -$1.97M | 0.19% | 145 |
|
|
2019
Q4 | $2.89M | Buy |
83,925
+12,799
| +18% | +$441K | 0.31% | 86 |
|
|
2019
Q3 | $2.53M | Buy |
71,126
+24,346
| +52% | +$866K | 0.29% | 92 |
|
|
2019
Q2 | $1.59M | Buy |
+46,780
| New | +$1.59M | 0.18% | 132 |
|