LWP
Legacy Wealth Planning’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.23M | Sell |
24,968
-6,083
| -20% | -$300K | 2.04% | 13 |
|
|
2022
Q2 | $1.54M | Sell |
31,051
-9,818
| -24% | -$487K | 2.21% | 10 |
|
|
2022
Q1 | $2.04M | Buy |
40,869
+1,371
| +3% | +$68.3K | 2.4% | 8 |
|
|
2021
Q4 | $1.99M | Buy |
39,498
+11,366
| +40% | +$572K | 2.27% | 9 |
|
|
2021
Q3 | $1.42M | Buy |
28,132
+934
| +3% | +$47.1K | 1.59% | 13 |
|
|
2021
Q2 | $1.37M | Sell |
27,198
-738
| -3% | -$37.3K | 1.56% | 14 |
|
|
2021
Q1 | $1.41M | Sell |
27,936
-20,337
| -42% | -$1.03M | 1.8% | 11 |
|
|
2020
Q4 | $2.44M | Sell |
48,273
-130,806
| -73% | -$6.62M | 3.13% | 7 |
|
|
2020
Q3 | $9.05M | Sell |
179,079
-6,767
| -4% | -$342K | 10.34% | 3 |
|
|
2020
Q2 | $9.37M | Buy |
185,846
+161,673
| +669% | +$8.15M | 11.16% | 3 |
|
|
2020
Q1 | $1.19M | Buy |
+24,173
| New | +$1.19M | 1.91% | 11 |
|