Optimum Investment Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-1,000
| Closed | -$32K | – | 1033 |
|
2018
Q1 | $32K | Buy |
+1,000
| New | +$32K | 0.01% | 607 |
|
2015
Q1 | $64K | Buy |
1,900
+5
| +0.3% | +$168 | 0.02% | 460 |
|
2014
Q4 | $62K | Buy |
1,895
+3
| +0.2% | +$98 | 0.02% | 454 |
|
2014
Q3 | $60K | Sell |
1,892
-367
| -16% | -$11.6K | 0.02% | 436 |
|
2014
Q2 | $70K | Buy |
+2,259
| New | +$70K | 0.02% | 412 |
|