WWA
WCG Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,422
| Closed | -$489K | – | 338 |
|
|
2025
Q1 | $489K | Sell |
10,422
-392
| -4% | -$18.4K | 0.04% | 241 |
|
|
2024
Q4 | $502K | Sell |
10,814
-85
| -0.8% | -$3.95K | 0.03% | 260 |
|
|
2024
Q3 | $526K | Sell |
10,899
-371
| -3% | -$17.9K | 0.04% | 267 |
|
|
2024
Q2 | $522K | Buy |
+11,270
| New | +$522K | 0.04% | 237 |
|
|
2024
Q1 | – | Sell |
-13,770
| Closed | -$650K | – | 283 |
|
|
2023
Q4 | $650K | Buy |
+13,770
| New | +$650K | 0.05% | 230 |
|
|
2022
Q4 | – | Sell |
-7,730
| Closed | -$352K | – | 204 |
|
|
2022
Q3 | $352K | Sell |
7,730
-180
| -2% | -$8.2K | 0.05% | 210 |
|
|
2022
Q2 | $381K | Buy |
+7,910
| New | +$381K | 0.05% | 190 |
|