Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
7,316
| – | – | ﹤0.01% | 1109 |
|
|
2025
Q1 | $204K | Buy |
+7,316
| New | +$204K | ﹤0.01% | 1035 |
|
|
2024
Q4 | – | Sell |
-9,392
| Closed | -$273K | – | 1141 |
|
|
2024
Q3 | $273K | Buy |
9,392
+1,332
| +17% | +$38.7K | 0.01% | 918 |
|
|
2024
Q2 | $222K | Buy |
8,060
+742
| +10% | +$20.5K | 0.01% | 948 |
|
|
2024
Q1 | $205K | Sell |
7,318
-3,189
| -30% | -$89.5K | 0.01% | 960 |
|
|
2023
Q4 | $303K | Sell |
10,507
-2,325
| -18% | -$67K | 0.01% | 764 |
|
|
2023
Q3 | $344K | Sell |
12,832
-5
| -0% | -$134 | 0.01% | 714 |
|
|
2023
Q2 | $374K | Buy |
12,837
+1,756
| +16% | +$51.2K | 0.01% | 672 |
|
|
2023
Q1 | $332K | Buy |
11,081
+3,765
| +51% | +$113K | 0.01% | 679 |
|
|
2022
Q4 | $210K | Hold |
7,316
| – | – | 0.01% | 777 |
|
|
2022
Q3 | $212K | Hold |
7,316
| – | – | 0.01% | 740 |
|
|
2022
Q2 | $228K | Hold |
7,316
| – | – | 0.01% | 733 |
|
|
2022
Q1 | $247K | Hold |
7,316
| – | – | 0.01% | 754 |
|
|
2021
Q4 | $267K | Sell |
7,316
-4,465
| -38% | -$163K | 0.01% | 762 |
|
|
2021
Q3 | $427K | Hold |
11,781
| – | – | 0.02% | 591 |
|
|
2021
Q2 | $428K | Hold |
11,781
| – | – | 0.02% | 599 |
|
|
2021
Q1 | $417K | Hold |
11,781
| – | – | 0.02% | 547 |
|
|
2020
Q4 | $453K | Hold |
11,781
| – | – | 0.03% | 465 |
|
|
2020
Q3 | $463K | Hold |
11,781
| – | – | 0.04% | 378 |
|
|
2020
Q2 | $464K | Hold |
11,781
| – | – | 0.05% | 340 |
|
|
2020
Q1 | $464K | Buy |
+11,781
| New | +$464K | 0.06% | 278 |
|