Kingsview Wealth Management’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 | $443K | Buy |
8,837
+2,942
| +50% | +$148K | 0.01% | 815 |
|
|
2025
Q1 | $295K | Sell |
5,895
-4,752
| -45% | -$238K | 0.01% | 898 |
|
|
2024
Q4 | $534K | Buy |
+10,647
| New | +$534K | 0.01% | 714 |
|
|
2023
Q3 | – | Sell |
-4,100
| Closed | -$204K | – | 964 |
|
|
2023
Q2 | $204K | Sell |
4,100
-4,589
| -53% | -$228K | 0.01% | 855 |
|
|
2023
Q1 | $431K | Hold |
8,689
| – | – | 0.02% | 617 |
|
|
2022
Q4 | $430K | Sell |
8,689
-5,093
| -37% | -$252K | 0.02% | 552 |
|
|
2022
Q3 | $681K | Sell |
13,782
-3,673
| -21% | -$181K | 0.03% | 425 |
|
|
2022
Q2 | $865K | Sell |
17,455
-42,474
| -71% | -$2.1M | 0.04% | 401 |
|
|
2022
Q1 | $2.99M | Sell |
59,929
-3,728
| -6% | -$186K | 0.13% | 173 |
|
|
2021
Q4 | $3.2M | Sell |
63,657
-13,900
| -18% | -$699K | 0.13% | 161 |
|
|
2021
Q3 | $3.91M | Sell |
77,557
-9,708
| -11% | -$490K | 0.19% | 128 |
|
|
2021
Q2 | $4.4M | Sell |
87,265
-13,714
| -14% | -$692K | 0.22% | 109 |
|
|
2021
Q1 | $5.1M | Buy |
100,979
+2,390
| +2% | +$121K | 0.29% | 75 |
|
|
2020
Q4 | $4.99M | Sell |
98,589
-2,434
| -2% | -$123K | 0.36% | 62 |
|
|
2020
Q3 | $5.1M | Buy |
101,023
+7,841
| +8% | +$396K | 0.46% | 51 |
|
|
2020
Q2 | $4.7M | Buy |
93,182
+423
| +0.5% | +$21.3K | 0.47% | 48 |
|
|
2020
Q1 | $4.57M | Buy |
92,759
+19,681
| +27% | +$970K | 0.62% | 34 |
|
|
2019
Q4 | $3.68M | Sell |
73,078
-4,014
| -5% | -$202K | 0.46% | 66 |
|
|
2019
Q3 | $3.89M | Buy |
77,092
+44,310
| +135% | +$2.23M | 0.61% | 42 |
|
|
2019
Q2 | $1.65M | Buy |
32,782
+21,501
| +191% | +$1.08M | 0.28% | 102 |
|
|
2019
Q1 | $567K | Buy |
+11,281
| New | +$567K | 0.09% | 246 |
|