Concurrent Investment Advisors’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
Q2 | $336K | Buy |
3,116
+321
| +11% | +$34.6K | 0.01% | 1004 |
|
|
2025
Q1 | $279K | Sell |
2,795
-1,666
| -37% | -$166K | 0.01% | 960 |
|
|
2024
Q4 | $468K | Sell |
4,461
-126
| -3% | -$13.2K | 0.01% | 678 |
|
|
2024
Q3 | $480K | Buy |
4,587
+2,342
| +104% | +$245K | 0.01% | 627 |
|
|
2024
Q2 | $231K | Buy |
2,245
+135
| +6% | +$13.9K | 0.01% | 812 |
|
|
2024
Q1 | $225K | Sell |
2,110
-12,507
| -86% | -$1.33M | 0.01% | 756 |
|
|
2023
Q4 | $1.43M | Buy |
+14,617
| New | +$1.43M | 0.07% | 275 |
|