Perigon Wealth Management’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 | $571K | Buy |
12,175
+411
| +3% | +$19.3K | 0.01% | 636 |
|
|
2025
Q1 | $552K | Buy |
11,764
+56
| +0.5% | +$2.63K | 0.01% | 613 |
|
|
2024
Q4 | $543K | Buy |
11,708
+4,551
| +64% | +$211K | 0.01% | 614 |
|
|
2024
Q3 | $346K | Buy |
7,157
+285
| +4% | +$13.8K | 0.01% | 727 |
|
|
2024
Q2 | $319K | Sell |
6,872
-107
| -2% | -$4.96K | 0.01% | 666 |
|
|
2024
Q1 | $327K | Buy |
+6,979
| New | +$327K | 0.01% | 664 |
|