GWP
Gateway Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-58,432
| Closed | -$2.61M | – | 245 |
|
2023
Q3 | $2.61M | Buy |
58,432
+1,589
| +3% | +$70.9K | 0.47% | 44 |
|
2023
Q2 | $2.64M | Buy |
56,843
+2,885
| +5% | +$134K | 0.47% | 46 |
|
2023
Q1 | $2.55M | Buy |
53,958
+9,645
| +22% | +$455K | 0.39% | 46 |
|
2022
Q4 | $2.06M | Buy |
+44,313
| New | +$2.06M | 0.35% | 46 |
|