Wealth Enhancement Advisory Services’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
Q1 | – | Sell |
-4,587
| Closed | -$230K | – | 2993 |
|
|
2024
Q4 | $230K | Buy |
4,587
+357
| +8% | +$17.9K | ﹤0.01% | 2567 |
|
|
2024
Q3 | $212K | Sell |
4,230
-73
| -2% | -$3.66K | ﹤0.01% | 2393 |
|
|
2024
Q2 | $215K | Buy |
4,303
+260
| +6% | +$13K | ﹤0.01% | 2239 |
|
|
2024
Q1 | $202K | Sell |
4,043
-82
| -2% | -$4.09K | ﹤0.01% | 2193 |
|
|
2023
Q4 | $206K | Buy |
+4,125
| New | +$206K | ﹤0.01% | 2074 |
|
|
2023
Q3 | – | Sell |
-24,361
| Closed | -$1.21M | – | 2192 |
|
|
2023
Q2 | $1.21M | Sell |
24,361
-22,247
| -48% | -$1.1M | 0.01% | 247 |
|
|
2023
Q1 | $2.31M | Buy |
46,608
+2,388
| +5% | +$118K | 0.03% | 198 |
|
|
2022
Q4 | $2.2M | Sell |
44,220
-1,935
| -4% | -$96.1K | 0.03% | 167 |
|
|
2022
Q3 | $2.28M | Buy |
46,155
+9,415
| +26% | +$465K | 0.03% | 164 |
|
|
2022
Q2 | $1.82M | Buy |
+36,740
| New | +$1.82M | 0.03% | 208 |
|