Coppell Advisory Solutions’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 | $859K | Buy |
+8,041
| New | +$859K | 0.1% | 171 |
|
2025
Q1 | – | Sell |
-6,886
| Closed | -$719K | – | 1637 |
|
2024
Q4 | $719K | Sell |
6,886
-465
| -6% | -$48.6K | 0.1% | 143 |
|
2024
Q3 | $771K | Buy |
+7,351
| New | +$771K | 0.11% | 138 |
|
2023
Q3 | – | Sell |
-4
| Closed | -$361 | – | 1510 |
|
2023
Q2 | $361 | Buy |
+4
| New | +$361 | ﹤0.01% | 1268 |
|