PIWA
Prevail Innovative Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,450
| Closed | -$521K | – | 181 |
|
|
2024
Q2 | $521K | Sell |
10,450
-1,512
| -13% | -$75.4K | 0.18% | 111 |
|
|
2024
Q1 | $597K | Buy |
11,962
+2,287
| +24% | +$114K | 0.22% | 121 |
|
|
2023
Q4 | $483K | Buy |
9,675
+4,189
| +76% | +$209K | 0.23% | 103 |
|
|
2023
Q3 | $273K | Buy |
+5,486
| New | +$273K | 0.14% | 111 |
|