Lionsbridge 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 | $1.46M | Sell |
29,034
-1,665
| -5% | -$83.5K | 1.45% | 33 |
|
|
2025
Q1 | $1.54M | Sell |
30,699
-27,733
| -47% | -$1.39M | 1.37% | 28 |
|
|
2024
Q4 | $2.93M | Buy |
58,432
+41,549
| +246% | +$2.08M | 2.46% | 13 |
|
|
2024
Q3 | $847K | Sell |
16,883
-7,846
| -32% | -$394K | 0.67% | 53 |
|
|
2024
Q2 | $1.23M | Buy |
24,729
+12,963
| +110% | +$647K | 0.99% | 32 |
|
|
2024
Q1 | $587K | Sell |
11,766
-12,088
| -51% | -$603K | 0.45% | 49 |
|
|
2023
Q4 | $1.19M | Buy |
+23,854
| New | +$1.19M | 0.95% | 36 |
|
|
2020
Q1 | – | Sell |
-66,419
| Closed | -$3.35M | – | 147 |
|
|
2019
Q4 | $3.35M | Buy |
+66,419
| New | +$3.35M | 3.12% | 12 |
|