Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.13M | Buy |
63,193
+12,529
| +25% | +$620K | 0.31% | 76 |
|
|
2022
Q3 | $2.5M | Buy |
50,664
+22,676
| +81% | +$1.12M | 0.27% | 86 |
|
|
2022
Q2 | $1.39M | Sell |
27,988
-7,610
| -21% | -$377K | 0.14% | 158 |
|
|
2022
Q1 | $1.77M | Sell |
35,598
-19,757
| -36% | -$985K | 0.15% | 155 |
|
|
2021
Q4 | $2.78M | Buy |
+55,355
| New | +$2.78M | 0.22% | 110 |
|
|
2021
Q3 | – | Sell |
-45,726
| Closed | -$2.31M | – | 473 |
|
|
2021
Q2 | $2.31M | Buy |
45,726
+17,116
| +60% | +$864K | 0.3% | 84 |
|
|
2021
Q1 | $1.44M | Sell |
28,610
-10,795
| -27% | -$545K | 0.22% | 106 |
|
|
2020
Q4 | $1.99M | Buy |
39,405
+1,080
| +3% | +$54.6K | 0.29% | 80 |
|
|
2020
Q3 | $1.94M | Buy |
+38,325
| New | +$1.94M | 0.32% | 72 |
|