Sowell Financial Services’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 | $308K | Buy |
6,577
+1,067
| +19% | +$50K | 0.01% | 772 |
|
2025
Q1 | $259K | Buy |
+5,510
| New | +$259K | 0.01% | 831 |
|
2021
Q2 | – | Sell |
-942
| Closed | -$53K | – | 1439 |
|
2021
Q1 | $53K | Sell |
942
-2,411
| -72% | -$136K | ﹤0.01% | 1630 |
|
2020
Q4 | $193K | Hold |
3,353
| – | – | 0.01% | 863 |
|
2020
Q3 | $194K | Hold |
3,353
| – | – | 0.01% | 739 |
|
2020
Q2 | $191K | Buy |
+3,353
| New | +$191K | 0.01% | 742 |
|