Cedar Brook Financial 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
2024
Q2
Sell
-3,918
Closed -$417K 349
2024
Q1
$417K Buy
3,918
+353
+10% +$37.6K 0.08% 235
2023
Q4
$342K Buy
+3,565
New +$342K 0.08% 265