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Coulter & Justus Financial Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Coulter & Justus Financial Services’s Portfolio SPGP Stock Details SPGP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,272
Closed -$2.18M – 117
2023
Q4 		$2.18M Buy
22,272
+4,673
+27% +$458K 1.48% 14
2023
Q3 		$1.61M Buy
+17,599
New +$1.61M 1.17% 16