Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-258
| Closed | -$7.44K | – | 337 |
|
|
2023
Q4 | $7.44K | Hold |
258
| – | – | ﹤0.01% | 278 |
|
|
2023
Q3 | $6.92K | Hold |
258
| – | – | ﹤0.01% | 299 |
|
|
2023
Q2 | $7.53K | Sell |
258
-72
| -22% | -$2.1K | ﹤0.01% | 281 |
|
|
2023
Q1 | $9.89K | Hold |
330
| – | – | ﹤0.01% | 285 |
|
|
2022
Q4 | $9.48K | Hold |
330
| – | – | ﹤0.01% | 298 |
|
|
2022
Q3 | $10K | Hold |
330
| – | – | ﹤0.01% | 321 |
|
|
2022
Q2 | $10K | Buy |
+330
| New | +$10K | ﹤0.01% | 328 |
|