HWM
Howard Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,951
| Closed | -$293K | – | 117 |
|
|
2022
Q3 | $293K | Buy |
+5,951
| New | +$293K | 0.21% | 93 |
|
|
2022
Q2 | – | Sell |
-14,933
| Closed | -$744K | – | 83 |
|
|
2022
Q1 | $744K | Sell |
14,933
-313
| -2% | -$15.6K | 0.41% | 58 |
|
|
2021
Q4 | $766K | Sell |
15,246
-1,558
| -9% | -$78.3K | 0.4% | 58 |
|
|
2021
Q3 | $848K | Buy |
16,804
+97
| +0.6% | +$4.9K | 0.47% | 57 |
|
|
2021
Q2 | $843K | Sell |
16,707
-1,967
| -11% | -$99.3K | 0.46% | 59 |
|
|
2021
Q1 | $942K | Sell |
18,674
-332
| -2% | -$16.7K | 0.55% | 52 |
|
|
2020
Q4 | $961K | Buy |
19,006
+476
| +3% | +$24.1K | 0.6% | 44 |
|
|
2020
Q3 | $936K | Buy |
18,530
+5,150
| +38% | +$260K | 0.67% | 42 |
|
|
2020
Q2 | $674K | Buy |
13,380
+5,280
| +65% | +$266K | 0.55% | 47 |
|
|
2020
Q1 | $399K | Buy |
8,100
+6,700
| +479% | +$330K | 0.42% | 58 |
|
|
2019
Q4 | $70K | Buy |
+1,400
| New | +$70K | 0.06% | 166 |
|