WT 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $826K | Buy |
16,465
+705
| +4% | +$35.3K | 0.24% | 72 |
|
2025
Q1 | $790K | Buy |
15,760
+2,325
| +17% | +$117K | 0.26% | 66 |
|
2024
Q4 | $673K | Sell |
13,435
-717
| -5% | -$35.9K | 0.21% | 78 |
|
2024
Q3 | $711K | Sell |
14,152
-21,038
| -60% | -$1.06M | 0.23% | 75 |
|
2024
Q2 | $1.76M | Sell |
35,190
-7,379
| -17% | -$368K | 0.6% | 54 |
|
2024
Q1 | $2.12M | Sell |
42,569
-1,903
| -4% | -$94.9K | 0.76% | 46 |
|
2023
Q4 | $2.22M | Buy |
44,472
+2,204
| +5% | +$110K | 0.88% | 36 |
|
2023
Q3 | $2.1M | Buy |
+42,268
| New | +$2.1M | 0.9% | 28 |
|