SWMG
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Sanchez Wealth Management Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-128,523
Closed -$6.68M 23
2018
Q2
$6.68M Buy
128,523
+866
+0.7% +$45K 6.32% 6
2018
Q1
$6.67M Buy
127,657
+1,188
+0.9% +$62.1K 6.74% 6
2017
Q4
$6.65M Buy
+126,469
New +$6.65M 6.86% 5