Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501 | Hold |
10
| – | – | ﹤0.01% | 542 |
|
|
2025
Q1 | $501 | Sell |
10
-1
| -9% | -$50 | ﹤0.01% | 520 |
|
|
2024
Q4 | $551 | Hold |
11
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $552 | Hold |
11
| – | – | ﹤0.01% | 439 |
|
|
2024
Q2 | $549 | Hold |
11
| – | – | ﹤0.01% | 427 |
|
|
2024
Q1 | $549 | Hold |
11
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $549 | Hold |
11
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $547 | Hold |
11
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $546 | Hold |
11
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $546 | Hold |
11
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $544 | Hold |
11
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 340 |
|