KWB Wealth’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
2023 Q2	–	Sell	-116,005	Closed	-$2.68M	–	129
2023 Q1	$2.68M	Buy	116,005 +3,907	+3%	+$90.1K	0.49%	28
2022 Q4	$2.59M	Buy	+112,098	New	+$2.59M	0.49%	29
2022 Q3	–	Sell	-60,467	Closed	-$1.42M	–	107
2022 Q2	$1.42M	Buy	+60,467	New	+$1.42M	0.27%	40