Financial Gravity Asset Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.7K | Sell |
253
-35
| -12% | -$1.76K | ﹤0.01% | 532 |
|
|
2025
Q4 | $14.5K | Sell |
288
-5
| -2% | -$251 | ﹤0.01% | 425 |
|
|
2025
Q3 | $14.7K | Buy |
+293
| New | +$14.7K | ﹤0.01% | 494 |
|
|
2025
Q1 | $18K | Buy |
+360
| New | +$18.1K | ﹤0.01% | 493 |
|
|
2024
Q2 | $92.9K | Sell |
1,862
-2,852
| -61% | -$142K | 0.02% | 193 |
|
|
2024
Q1 | $235K | Sell |
4,714
-141,088
| -97% | -$7.04M | 0.03% | 178 |
|
|
2023
Q4 | $5.51M | Buy |
145,802
+3,296
| +2% | +$164K | 0.06% | 110 |
|
|
2023
Q3 | $5.34M | Buy |
142,506
+129,539
| +999% | +$6.44M | 0.06% | 106 |
|
|
2023
Q2 | $15.5K | Buy |
12,967
+972
| +8% | +$48.3K | 0.04% | 185 |
|
|
2023
Q1 | $54.2K | Buy |
11,995
+11,946
| +24,380% | +$593K | 1.67% | 8 |
|
|
2022
Q4 | $79.3K | Sell |
49
-1,029
| -95% | -$50.8K | 0.41% | 46 |
|
|
2022
Q3 | $62K | Sell |
1,078
-22
| -2% | -$1.09K | 2.1% | 6 |
|
|
2022
Q2 | $62.3K | Hold |
1,100
| – | – | 1.94% | 5 |
|
|
2022
Q1 | $64.8K | Sell |
1,100
-350
| -24% | -$17.5K | 1.82% | 9 |
|
|
2021
Q4 | $70.9K | Buy |
1,450
+29
| +2% | +$1.46K | 1.6% | 7 |
|
|
2021
Q3 | $50K | Buy |
+1,421
| New | +$71.7K | 0.02% | 570 |
|
|
2019
Q4 | – | Sell |
-23,416
| Closed | -$1.18M | – | 1532 |
|
|
2019
Q3 | $1.18M | Sell |
23,416
-7,378
| -24% | -$372K | 1.02% | 18 |
|
|
2019
Q2 | $1.55M | Sell |
30,794
-12,727
| -29% | -$641K | 1.27% | 10 |
|
|
2019
Q1 | $2.19M | Buy |
+43,521
| New | +$2.18M | 1.77% | 7 |
|
|
2018
Q3 | $88K | Buy |
1,753
+811
| +86% | +$40.8K | 0.09% | 225 |
|
|
2018
Q2 | $47K | Sell |
942
-843
| -47% | -$42.3K | 0.04% | 341 |
|
|
2018
Q1 | $90K | Buy |
+1,785
| New | +$89.6K | 0.09% | 206 |
|
Other funds holding GSY
BI
CAAS
AWM
