Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,264
| Closed | -$245K | – | 722 |
|
|
2023
Q2 | $245K | Sell |
5,264
-255
| -5% | -$11.8K | 0.01% | 624 |
|
|
2023
Q1 | $261K | Sell |
5,519
-212
| -4% | -$10K | 0.01% | 625 |
|
|
2022
Q4 | $266K | Sell |
5,731
-746
| -12% | -$34.7K | 0.01% | 566 |
|
|
2022
Q3 | $295K | Buy |
6,477
+25
| +0.4% | +$1.14K | 0.02% | 486 |
|
|
2022
Q2 | $311K | Sell |
6,452
-258
| -4% | -$12.4K | 0.02% | 420 |
|
|
2022
Q1 | $352K | Sell |
6,710
-920
| -12% | -$48.3K | 0.02% | 376 |
|
|
2021
Q4 | $430K | Sell |
7,630
-47,559
| -86% | -$2.68M | 0.03% | 344 |
|
|
2021
Q3 | $3.14M | Buy |
55,189
+15,942
| +41% | +$906K | 0.21% | 71 |
|
|
2021
Q2 | $2.24M | Buy |
39,247
+12,840
| +49% | +$733K | 0.15% | 96 |
|
|
2021
Q1 | $1.48M | Buy |
+26,407
| New | +$1.48M | 0.11% | 118 |
|