Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.34K | Hold |
183
| – | – | ﹤0.01% | 160 |
|
|
2023
Q1 | $5.48K | Sell |
183
-50
| -21% | -$1.5K | ﹤0.01% | 159 |
|
|
2022
Q4 | $6.69K | Buy |
+233
| New | +$6.69K | 0.01% | 146 |
|
|
2020
Q3 | – | Sell |
-534,501
| Closed | -$21M | – | 20 |
|
|
2020
Q2 | $21M | Buy |
+534,501
| New | +$21M | 12.25% | 3 |
|
|
2020
Q1 | – | Sell |
-23,774
| Closed | -$820K | – | 11 |
|
|
2019
Q4 | $820K | Sell |
23,774
-2,458
| -9% | -$84.8K | 0.44% | 9 |
|
|
2019
Q3 | $933K | Buy |
+26,232
| New | +$933K | 0.53% | 7 |
|
|
2015
Q3 | – | Sell |
-542,879
| Closed | -$17.3M | – | 146 |
|
|
2015
Q2 | $17.3M | Buy |
542,879
+45,667
| +9% | +$1.45M | 12.99% | 2 |
|
|
2015
Q1 | $16.7M | Buy |
+497,212
| New | +$16.7M | 13.22% | 2 |
|