MTWM
Masso Torrence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,000
| Closed | -$365K | – | 97 |
|
|
2022
Q3 | $365K | Buy |
8,000
+116
| +1% | +$5.29K | 0.32% | 53 |
|
|
2022
Q2 | $380K | Buy |
7,884
+311
| +4% | +$15K | 0.33% | 53 |
|
|
2022
Q1 | $397K | Buy |
7,573
+3,148
| +71% | +$165K | 0.32% | 53 |
|
|
2021
Q4 | $249K | Buy |
+4,425
| New | +$249K | 0.17% | 79 |
|