BIA
Barry Investment Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
6,527
+16
| +0.2% | +$1.72K | 0.18% | 58 |
|
|
2025
Q1 | $650K | Sell |
6,511
-291
| -4% | -$29.1K | 0.17% | 59 |
|
|
2024
Q4 | $713K | Buy |
6,802
+666
| +11% | +$69.8K | 0.23% | 54 |
|
|
2024
Q3 | $642K | Buy |
6,136
+814
| +15% | +$85.2K | 0.2% | 58 |
|
|
2024
Q2 | $547K | Buy |
5,322
+836
| +19% | +$85.9K | 0.18% | 68 |
|
|
2024
Q1 | $478K | Buy |
4,486
+385
| +9% | +$41K | 0.16% | 75 |
|
|
2023
Q4 | $402K | Buy |
4,101
+554
| +16% | +$54.3K | 0.14% | 72 |
|
|
2023
Q3 | $324K | Buy |
3,547
+992
| +39% | +$90.5K | 0.12% | 82 |
|
|
2023
Q2 | $232K | Buy |
+2,555
| New | +$232K | 0.08% | 107 |
|