WMR
Wealth Management Resources’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-143,775
| Closed | -$6.56M | – | 44 |
|
|
2022
Q3 | $6.56M | Buy |
143,775
+3,843
| +3% | +$175K | 4.36% | 10 |
|
|
2022
Q2 | $6.74M | Sell |
139,932
-19,562
| -12% | -$942K | 4.14% | 11 |
|
|
2022
Q1 | $8.37M | Sell |
159,494
-2,071
| -1% | -$109K | 5.78% | 8 |
|
|
2021
Q4 | $9.11M | Buy |
+161,565
| New | +$9.11M | 5.86% | 6 |
|