Aveo Capital Partners’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5,174
| Closed | -$505K | – | 131 |
|
2025
Q1 | $505K | Sell |
5,174
-2,789
| -35% | -$272K | 0.08% | 111 |
|
2024
Q4 | $835K | Sell |
7,963
-12,156
| -60% | -$1.27M | 0.09% | 148 |
|
2024
Q3 | $2.11M | Sell |
20,119
-17,825
| -47% | -$1.87M | 0.22% | 88 |
|
2024
Q2 | $3.9M | Sell |
37,944
-21,976
| -37% | -$2.26M | 0.44% | 64 |
|
2024
Q1 | $6.08M | Buy |
+59,920
| New | +$6.08M | 0.66% | 39 |
|
2020
Q1 | – | Sell |
-11,000
| Closed | -$694K | – | 189 |
|
2019
Q4 | $694K | Buy |
+11,000
| New | +$694K | 0.27% | 83 |
|