Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-810
| Closed | -$26K | – | 508 |
|
|
2015
Q3 | $26K | Hold |
810
| – | – | 0.01% | 519 |
|
|
2015
Q2 | $25K | Hold |
810
| – | – | 0.01% | 527 |
|
|
2015
Q1 | $27K | Hold |
810
| – | – | 0.01% | 517 |
|
|
2014
Q4 | $27K | Hold |
810
| – | – | 0.01% | 486 |
|
|
2014
Q3 | $25K | Hold |
810
| – | – | 0.01% | 521 |
|
|
2014
Q2 | $25K | Hold |
810
| – | – | 0.01% | 506 |
|
|
2014
Q1 | $25K | Buy |
810
+574
| +243% | +$17.7K | 0.01% | 463 |
|
|
2013
Q4 | $7K | Sell |
236
-718
| -75% | -$21.3K | ﹤0.01% | 638 |
|
|
2013
Q3 | $29K | Sell |
954
-12,342
| -93% | -$375K | 0.02% | 400 |
|
|
2013
Q2 | $407K | Buy |
+13,296
| New | +$407K | 0.22% | 115 |
|