Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17K | Hold |
261
| – | – | ﹤0.01% | 496 |
|
|
2025
Q1 | $7.26K | Hold |
261
| – | – | ﹤0.01% | 470 |
|
|
2024
Q4 | $7.06K | Sell |
261
-142
| -35% | -$3.84K | ﹤0.01% | 452 |
|
|
2024
Q3 | $11.7K | Hold |
403
| – | – | ﹤0.01% | 373 |
|
|
2024
Q2 | $11.1K | Sell |
403
-429
| -52% | -$11.8K | ﹤0.01% | 364 |
|
|
2024
Q1 | $23.4K | Hold |
832
| – | – | ﹤0.01% | 355 |
|
|
2023
Q4 | $24K | Buy |
+832
| New | +$24K | ﹤0.01% | 342 |
|