Institute for Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $737K | Buy |
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2025
Q2 | $727K | Buy |
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2025
Q1 | $657K | Buy |
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2024
Q4 | $648K | Buy |
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2024
Q3 | $646K | Buy |
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2024
Q2 | $637K | Buy |
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2024
Q1 | $625K | Buy |
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2023
Q4 | $590K | Sell |
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2023
Q3 | $590K | Sell |
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2023
Q2 | $621K | Sell |
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2023
Q1 | $706K | Sell |
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2022
Q4 | $741K | Sell |
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2022
Q3 | $943K | Sell |
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2022
Q2 | $1.13M | Sell |
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2022
Q1 | $1.16M | Sell |
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2021
Q4 | $1.31M | Buy |
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2021
Q3 | $1.04M | Buy |
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2021
Q2 | $959K | Sell |
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2021
Q1 | $963K | Buy |
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2020
Q4 | $934K | Buy |
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2020
Q3 | $907K | Sell |
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2020
Q2 | $1.06M | Sell |
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2020
Q1 | $1.13M | Buy |
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2019
Q4 | $902K | Sell |
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2019
Q3 | $1.27M | Sell |
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2019
Q2 | $2.4M | Sell |
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2019
Q1 | $2.76M | Sell |
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2018
Q4 | $2.99M | Buy |
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