Orgel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,089
| Closed | -$354K | – | 84 |
|
|
2024
Q4 | $354K | Sell |
13,089
-4,888,526
| -100% | -$132M | 0.01% | 72 |
|
|
2024
Q3 | $143M | Buy |
4,901,615
+385,793
| +9% | +$11.2M | 3.57% | 12 |
|
|
2024
Q2 | $125M | Buy |
4,515,822
+73,450
| +2% | +$2.03M | 3.36% | 11 |
|
|
2024
Q1 | $125M | Buy |
4,442,372
+178,093
| +4% | +$5M | 3.42% | 11 |
|
|
2023
Q4 | $123M | Buy |
4,264,279
+32,614
| +0.8% | +$940K | 3.64% | 9 |
|
|
2023
Q3 | $113M | Buy |
+4,231,665
| New | +$113M | 3.84% | 9 |
|