Sonora Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,490
| Closed | -$426K | – | 302 |
|
|
2024
Q3 | $426K | Buy |
8,490
+485
| +6% | +$24.3K | 0.03% | 188 |
|
|
2024
Q2 | $399K | Hold |
8,005
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $399K | Buy |
+8,005
| New | +$399K | 0.03% | 194 |
|
|
2023
Q2 | – | Sell |
-5,680
| Closed | -$282K | – | 272 |
|
|
2023
Q1 | $282K | Buy |
+5,680
| New | +$282K | 0.02% | 218 |
|
|
2022
Q1 | – | Sell |
-5,248
| Closed | -$264K | – | 227 |
|
|
2021
Q4 | $264K | Buy |
+5,248
| New | +$264K | 0.03% | 180 |
|