Elmwood Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-23
| Closed | -$2K | – | 188 |
|
2021
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 344 |
|
2021
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 305 |
|
2021
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 296 |
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 248 |
|
2020
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 248 |
|
2019
Q4 | – | Sell |
-63
| Closed | -$4K | – | 147 |
|
2019
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 217 |
|
2019
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 242 |
|
2019
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 237 |
|
2018
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 240 |
|