Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
+28,619
| New | +$786K | 0.01% | 1091 |
|
|
2023
Q1 | – | Sell |
-1,898
| Closed | -$54.5K | – | 3352 |
|
|
2022
Q4 | $54.5K | Hold |
1,898
| – | – | ﹤0.01% | 1803 |
|
|
2022
Q3 | $55K | Hold |
1,898
| – | – | ﹤0.01% | 1736 |
|
|
2022
Q2 | $59K | Hold |
1,898
| – | – | ﹤0.01% | 1722 |
|
|
2022
Q1 | $64K | Hold |
1,898
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q4 | $69K | Hold |
1,898
| – | – | ﹤0.01% | 1754 |
|
|
2021
Q3 | $69K | Sell |
1,898
-893
| -32% | -$32.5K | ﹤0.01% | 1723 |
|
|
2021
Q2 | $102K | Hold |
2,791
| – | – | ﹤0.01% | 2245 |
|
|
2021
Q1 | $97.9K | Sell |
2,791
-527
| -16% | -$18.5K | ﹤0.01% | 1639 |
|
|
2020
Q4 | $128K | Hold |
3,318
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q3 | $130K | Hold |
3,318
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q2 | $131K | Hold |
3,318
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q1 | $130K | Buy |
+3,318
| New | +$130K | ﹤0.01% | 913 |
|