VBFG
Vishria Bird Financial Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,036
| Closed | -$1.21M | – | 64 |
|
|
2021
Q4 | $1.21M | Hold |
24,036
| – | – | 0.56% | 24 |
|
|
2021
Q3 | $1.21M | Hold |
24,036
| – | – | 0.64% | 25 |
|
|
2021
Q2 | $1.21M | Sell |
24,036
-2,035
| -8% | -$103K | 0.6% | 32 |
|
|
2021
Q1 | $1.32M | Sell |
26,071
-46,954
| -64% | -$2.37M | 0.73% | 29 |
|
|
2020
Q4 | $3.69M | Sell |
73,025
-195,097
| -73% | -$9.87M | 2.1% | 19 |
|
|
2020
Q3 | $13.5M | Buy |
+268,122
| New | +$13.5M | 8.52% | 2 |
|