SFWC
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Strategic Family Wealth Counselors’s Invesco Total Return Bond ETF GTO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-34,506
Closed -$1.63M 110
2023
Q1
$1.63M Sell
34,506
-14,063
-29% -$664K 0.77% 32
2022
Q4
$2.26M Buy
+48,569
New +$2.26M 1.12% 29