Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,977
| Closed | -$346K | – | 64 |
|
|
2023
Q1 | $346K | Sell |
6,977
-2,509
| -26% | -$124K | 0.16% | 53 |
|
|
2022
Q4 | $469K | Buy |
9,486
+1,863
| +24% | +$92.1K | 0.21% | 53 |
|
|
2022
Q3 | $376K | Sell |
7,623
-2,312
| -23% | -$114K | 0.23% | 52 |
|
|
2022
Q2 | $492K | Buy |
9,935
+773
| +8% | +$38.3K | 0.3% | 49 |
|
|
2022
Q1 | $457K | Buy |
+9,162
| New | +$457K | 0.28% | 56 |
|