Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$6.9K | – | 2581 |
|
|
2024
Q2 | $6.9K | Sell |
250
-1,743
| -87% | -$48.1K | ﹤0.01% | 1638 |
|
|
2024
Q1 | $56K | Sell |
1,993
-10,588
| -84% | -$297K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $363K | Buy |
12,581
+3,715
| +42% | +$107K | 0.02% | 537 |
|
|
2023
Q3 | $238K | Buy |
8,866
+513
| +6% | +$13.8K | 0.01% | 639 |
|
|
2023
Q2 | $244K | Buy |
+8,353
| New | +$244K | 0.01% | 634 |
|