CWM
Collaborative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,954
| Closed | -$205K | – | 179 |
|
|
2024
Q4 | $205K | Hold |
1,954
| – | – | 0.09% | 165 |
|
|
2024
Q3 | $205K | Hold |
1,954
| – | – | 0.09% | 168 |
|
|
2024
Q2 | $201K | Hold |
1,954
| – | – | 0.1% | 163 |
|
|
2024
Q1 | $208K | Buy |
+1,954
| New | +$208K | 0.1% | 156 |
|