Pacific Capital Wealth Advisors’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 | – | Sell |
-124
| Closed | -$6.21K | – | 206 |
|
|
2024
Q4 | $6.21K | Sell |
124
-124
| -50% | -$6.21K | ﹤0.01% | 304 |
|
|
2024
Q3 | $12.4K | Hold |
248
| – | – | ﹤0.01% | 281 |
|
|
2024
Q2 | $12.4K | Hold |
248
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $12.4K | Hold |
248
| – | – | ﹤0.01% | 215 |
|
|
2023
Q4 | $12.4K | Buy |
+248
| New | +$12.4K | ﹤0.01% | 214 |
|