Bogart Wealth LLC’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 | $298K | Sell |
6,348
-749
| -11% | -$35.1K | 0.01% | 198 |
|
|
2025
Q1 | $333K | Buy |
7,097
+5,490
| +342% | +$258K | 0.02% | 185 |
|
|
2024
Q4 | $74.6K | Buy |
1,607
+407
| +34% | +$18.9K | ﹤0.01% | 342 |
|
|
2024
Q3 | $58K | Buy |
+1,200
| New | +$58K | ﹤0.01% | 384 |
|
|
2023
Q1 | – | Sell |
-24
| Closed | -$1.12K | – | 1164 |
|
|
2022
Q4 | $1.12K | Hold |
24
| – | – | ﹤0.01% | 849 |
|
|
2022
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 895 |
|