Goldstone Financial Group’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
2024 Q1	–	Sell	-6,793	Closed	-$321K	–	170
2023 Q4	$321K	Sell	6,793 -232,491	-97%	-$11M	0.08%	117
2023 Q3	$10.7M	Buy	239,284 +9,438	+4%	+$421K	3.17%	6
2023 Q2	$10.7M	Buy	229,846 +22,405	+11%	+$1.04M	3.14%	7
2023 Q1	$9.79M	Buy	+207,441	New	+$9.79M	3.23%	6