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Sequent Planning’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sequent Planning’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,813
Closed -$290K – 151
2024
Q2 		$290K Buy
5,813
+1,685
+41% +$84.1K 0.1% 111
2024
Q1 		$206K Buy
+4,128
New +$206K 0.07% 135