GJWM
Gilliland Jeter Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,387
| Closed | -$206K | – | 181 |
|
|
2025
Q1 | $206K | Buy |
+4,387
| New | +$206K | 0.07% | 170 |
|
|
2024
Q4 | – | Sell |
-4,779
| Closed | -$231K | – | 367 |
|
|
2024
Q3 | $231K | Buy |
4,779
+3,118
| +188% | +$151K | 0.07% | 160 |
|
|
2024
Q2 | $77K | Buy |
1,661
+290
| +21% | +$13.4K | 0.03% | 242 |
|
|
2024
Q1 | $64.2K | Buy |
+1,371
| New | +$64.2K | 0.02% | 260 |
|