Concurrent Investment Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
16,622
+216
| +1% | +$23.6K | 0.04% | 455 |
|
|
2025
Q1 | $1.72M | Buy |
16,406
+1,289
| +9% | +$135K | 0.04% | 398 |
|
|
2024
Q4 | $1.7M | Sell |
15,117
-247
| -2% | -$27.9K | 0.05% | 362 |
|
|
2024
Q3 | $1.8M | Buy |
15,364
+2,228
| +17% | +$261K | 0.05% | 339 |
|
|
2024
Q2 | $1.5M | Sell |
13,136
-898
| -6% | -$103K | 0.05% | 346 |
|
|
2024
Q1 | $1.69M | Sell |
14,034
-707
| -5% | -$85K | 0.07% | 271 |
|
|
2023
Q4 | $1.45M | Buy |
+14,741
| New | +$1.45M | 0.07% | 273 |
|