AWM
Aspire Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $80.3K | Sell |
767
-2,545
| -77% | -$266K | 0.04% | 124 |
|
|
2024
Q2 | $340K | Buy |
3,312
+101
| +3% | +$10.4K | 0.19% | 77 |
|
|
2024
Q1 | $342K | Buy |
3,211
+362
| +13% | +$38.5K | 0.21% | 74 |
|
|
2023
Q4 | $279K | Hold |
2,849
| – | – | 0.19% | 79 |
|
|
2023
Q3 | $260K | Hold |
2,849
| – | – | 0.2% | 75 |
|
|
2023
Q2 | $259K | Sell |
2,849
-192
| -6% | -$17.4K | 0.2% | 75 |
|
|
2023
Q1 | $259K | Buy |
3,041
+714
| +31% | +$60.9K | 0.21% | 75 |
|
|
2022
Q4 | $192K | Buy |
2,327
+1,896
| +440% | +$157K | 0.17% | 87 |
|
|
2022
Q3 | $32K | Buy |
+431
| New | +$32K | 0.03% | 122 |
|