Goodman Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-93,571
| Closed | -$4.39M | – | 168 |
|
2025
Q1 | $4.39M | Buy |
93,571
+7,473
| +9% | +$351K | 1.34% | 27 |
|
2024
Q4 | $3.99M | Buy |
86,098
+9,088
| +12% | +$422K | 1.18% | 27 |
|
2024
Q3 | $3.72M | Buy |
+77,010
| New | +$3.72M | 1.06% | 30 |
|
2024
Q2 | – | Sell |
-33,890
| Closed | -$1.59M | – | 190 |
|
2024
Q1 | $1.59M | Buy |
+33,890
| New | +$1.59M | 0.5% | 45 |
|
2023
Q4 | – | Sell |
-41,844
| Closed | -$1.87M | – | 152 |
|
2023
Q3 | $1.87M | Buy |
+41,844
| New | +$1.87M | 0.7% | 36 |
|