Concord 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 | $56.4K | Sell |
1,203
-90
| -7% | -$4.22K | 0.01% | 331 |
|
|
2025
Q1 | $60.7K | Sell |
1,293
-222
| -15% | -$10.4K | 0.01% | 295 |
|
|
2024
Q4 | $70.3K | Buy |
1,515
+654
| +76% | +$30.3K | 0.01% | 287 |
|
|
2024
Q3 | $41.6K | Buy |
861
+755
| +712% | +$36.5K | 0.01% | 360 |
|
|
2024
Q2 | $4.91K | Hold |
106
| – | – | ﹤0.01% | 576 |
|
|
2024
Q1 | $4.96K | Buy |
+106
| New | +$4.96K | ﹤0.01% | 656 |
|