SA
Stewardship Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.1M | Sell |
731,359
-3,497
| -0.5% | -$96.1K | 5.09% | 4 |
|
2025
Q1 | $20.4M | Buy |
734,856
+154,505
| +27% | +$4.3M | 5.52% | 4 |
|
2024
Q4 | $15.7M | Buy |
580,351
+38,659
| +7% | +$1.04M | 4.35% | 4 |
|
2024
Q3 | $15.8M | Buy |
541,692
+334,178
| +161% | +$9.72M | 4.45% | 4 |
|
2024
Q2 | $5.73M | Buy |
207,514
+69,640
| +51% | +$1.92M | 1.89% | 17 |
|
2024
Q1 | $3.87M | Buy |
+137,874
| New | +$3.87M | 1.32% | 22 |
|