Simplicity Wealth’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 | $3.69M | Sell |
78,672
-87,884
| -53% | -$4.12M | 0.15% | 139 |
|
2025
Q1 | $7.82M | Buy |
+166,556
| New | +$7.82M | 0.61% | 32 |
|
2024
Q4 | – | Sell |
-151,550
| Closed | -$7.32M | – | 418 |
|
2024
Q3 | $7.32M | Buy |
151,550
+64,882
| +75% | +$3.13M | 0.68% | 32 |
|
2024
Q2 | $4.02M | Buy |
86,668
+63,152
| +269% | +$2.93M | 0.09% | 221 |
|
2024
Q1 | $1.1M | Buy |
+23,516
| New | +$1.1M | 0.03% | 488 |
|