Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406 | Hold |
9
| – | – | ﹤0.01% | 444 |
|
|
2025
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 487 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 497 |
|
|
2020
Q3 | – | Sell |
-108
| Closed | -$6K | – | 303 |
|
|
2020
Q2 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 283 |
|
|
2019
Q3 | – | Sell |
-31,882
| Closed | -$1.61M | – | 263 |
|
|
2019
Q2 | $1.61M | Buy |
+31,882
| New | +$1.61M | 0.35% | 68 |
|
|
2019
Q1 | – | Sell |
-35,807
| Closed | -$1.79M | – | 235 |
|
|
2018
Q4 | $1.79M | Buy |
35,807
+7,498
| +26% | +$375K | 0.46% | 55 |
|
|
2018
Q3 | $1.42M | Buy |
28,309
+28,111
| +14,197% | +$1.41M | 0.3% | 79 |
|
|
2018
Q2 | $10K | Buy |
+198
| New | +$10K | ﹤0.01% | 262 |
|