Octavia Wealth Advisors’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
Q2 | $924K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $982K | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $2.74M | Buy |
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