Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,652
| Closed | -$360K | – | 97 |
|
|
2022
Q1 | $360K | Buy |
+10,652
| New | +$360K | 0.19% | 84 |
|
|
2020
Q4 | – | Sell |
-13,649
| Closed | -$536K | – | 132 |
|
|
2020
Q3 | $536K | Buy |
13,649
+2,867
| +27% | +$113K | 0.36% | 42 |
|
|
2020
Q2 | $424K | Buy |
+10,782
| New | +$424K | 0.37% | 44 |
|
|
2020
Q1 | – | Sell |
-22,355
| Closed | -$772K | – | 77 |
|
|
2019
Q4 | $772K | Sell |
22,355
-1,400
| -6% | -$48.3K | 0.7% | 35 |
|
|
2019
Q3 | $845K | Buy |
+23,755
| New | +$845K | 0.75% | 33 |
|