Professional Planning’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
2021
Q3
$328K Buy
6,518
+1,531
+31% +$77K 0.16% 95
2021
Q2
$251K Sell
4,987
-1,246
-20% -$62.7K 0.12% 120
2021
Q1
$314K Sell
6,233
-1,582
-20% -$79.7K 0.15% 90
2020
Q4
$395K Buy
+7,815
New +$395K 0.16% 85
2019
Q2
Sell
-11,415
Closed -$573K 29
2019
Q1
$573K Sell
11,415
-3,228
-22% -$162K 0.7% 25
2018
Q4
$735K Buy
14,643
+662
+5% +$33.2K 1% 24
2018
Q3
$702K Buy
+13,981
New +$702K 0.98% 21