National Wealth Management Group’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
Q1 | $507K | Sell |
10,110
-52,098
| -84% | -$2.61M | 0.33% | 71 |
|
|
2024
Q4 | $3.12M | Sell |
62,208
-142
| -0.2% | -$7.12K | 2.07% | 12 |
|
|
2024
Q3 | $3.13M | Buy |
62,350
+42,685
| +217% | +$2.14M | 2.12% | 13 |
|
|
2024
Q2 | $981K | Sell |
19,665
-1,050
| -5% | -$52.4K | 0.75% | 34 |
|
|
2024
Q1 | $1.03M | Buy |
20,715
+15,608
| +306% | +$779K | 0.8% | 32 |
|
|
2023
Q4 | $255K | Sell |
5,107
-4,980
| -49% | -$248K | 0.25% | 114 |
|
|
2023
Q3 | $501K | Sell |
10,087
-15,363
| -60% | -$764K | 0.55% | 53 |
|
|
2023
Q2 | $1.27M | Buy |
+25,450
| New | +$1.27M | 1.32% | 21 |
|