Montag & Associates’s Invesco Ultra Short Duration ETF GSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $831K | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $245K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $346K | Hold |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $4.91M | Sell |
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|
2022
Q3 | $5.18M | Sell |
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|
2022
Q2 | $5.39M | Sell |
|
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|
2022
Q1 | $5.49M | Sell |
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|
2021
Q4 | $5.59M | Sell |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $5.3M | Hold |
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|
2021
Q1 | $5.3M | Sell |
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|
2020
Q4 | $5.75M | Buy |
|