BWM
Birchcreek 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
Q2 | – | Sell |
-2,373
| Closed | -$253K | – | 173 |
|
|
2024
Q1 | $253K | Buy |
+2,373
| New | +$253K | 0.13% | 128 |
|
|
2023
Q2 | – | Sell |
-2,367
| Closed | -$202K | – | 138 |
|
|
2023
Q1 | $202K | Sell |
2,367
-1,866
| -44% | -$159K | 0.16% | 126 |
|
|
2022
Q4 | $350K | Buy |
4,233
+506
| +14% | +$41.8K | 0.31% | 82 |
|
|
2022
Q3 | $279K | Buy |
+3,727
| New | +$279K | 0.26% | 89 |
|