Vigilare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,679
| Closed | -$281K | – | 114 |
|
|
2022
Q4 | $281K | Buy |
+5,679
| New | +$281K | 0.16% | 79 |
|
|
2021
Q4 | – | Sell |
-7,983
| Closed | -$403K | – | 185 |
|
|
2021
Q3 | $403K | Hold |
7,983
| – | – | 0.25% | 110 |
|
|
2021
Q2 | $403K | Sell |
7,983
-1,406
| -15% | -$71K | 0.24% | 112 |
|
|
2021
Q1 | $474K | Sell |
9,389
-16,866
| -64% | -$851K | 0.34% | 82 |
|
|
2020
Q4 | $1.33M | Buy |
+26,255
| New | +$1.33M | 1.26% | 21 |
|
|
2020
Q1 | – | Sell |
-45,247
| Closed | -$2.28M | – | 128 |
|
|
2019
Q4 | $2.28M | Buy |
+45,247
| New | +$2.28M | 1.52% | 12 |
|