Capstone Wealth Management Group (Pennsylvania)’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
2023 Q4	–	Sell	-2,571	Closed	-$235K	–	61
2023 Q3	$235K	Sell	2,571 -513	-17%	-$46.8K	0.24%	50
2023 Q2	$280K	Buy	3,084 +6	+0.2%	+$545	0.29%	48
2023 Q1	$263K	Buy	+3,078	New	+$263K	0.29%	48