SAG
SageView Advisory Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,775
| Closed | -$287K | – | 685 |
|
|
2023
Q3 | $287K | Buy |
5,775
+30
| +0.5% | +$1.49K | 0.02% | 432 |
|
|
2023
Q2 | $285K | Buy |
+5,745
| New | +$285K | 0.02% | 456 |
|
|
2023
Q1 | – | Sell |
-4,456
| Closed | -$220K | – | 467 |
|
|
2022
Q4 | $220K | Buy |
+4,456
| New | +$220K | 0.02% | 385 |
|