Avid Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.76M | Sell |
80,192
-29,689
| -27% | -$1.39M | 2.15% | 14 |
|
2025
Q1 | $5.16M | Buy |
109,881
+27,400
| +33% | +$1.29M | 3.5% | 10 |
|
2024
Q4 | $3.83M | Sell |
82,481
-18,174
| -18% | -$843K | 2.72% | 12 |
|
2024
Q3 | $4.86M | Buy |
100,655
+50,301
| +100% | +$2.43M | 3.44% | 11 |
|
2024
Q2 | $2.33M | Buy |
50,354
+8,345
| +20% | +$387K | 1.81% | 17 |
|
2024
Q1 | $1.97M | Buy |
42,009
+8,739
| +26% | +$409K | 1.58% | 20 |
|
2023
Q4 | $1.57M | Buy |
+33,270
| New | +$1.57M | 1.56% | 14 |
|