EWM
Empirical Wealth Management’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 | $311K | Hold |
2,885
| – | – | 0.01% | 523 |
|
|
2025
Q1 | $288K | Sell |
2,885
-1,293
| -31% | -$129K | 0.01% | 522 |
|
|
2024
Q4 | $438K | Sell |
4,178
-522
| -11% | -$54.7K | 0.01% | 407 |
|
|
2024
Q3 | $492K | Sell |
4,700
-150
| -3% | -$15.7K | 0.01% | 367 |
|
|
2024
Q2 | $498K | Hold |
4,850
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $516K | Buy |
4,850
+70
| +1% | +$7.45K | 0.02% | 336 |
|
|
2023
Q4 | $469K | Buy |
+4,780
| New | +$469K | 0.02% | 330 |
|