EP Wealth 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 | $211K | Sell |
1,962
-249
| -11% | -$26.8K | ﹤0.01% | 1223 |
|
|
2025
Q1 | $221K | Buy |
2,211
+249
| +13% | +$24.9K | ﹤0.01% | 1090 |
|
|
2024
Q4 | $206K | Hold |
1,962
| – | – | ﹤0.01% | 1067 |
|
|
2024
Q3 | $205K | Sell |
1,962
-142
| -7% | -$14.9K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $216K | Buy |
2,104
+142
| +7% | +$14.6K | ﹤0.01% | 743 |
|
|
2024
Q1 | $209K | Buy |
1,962
+762
| +64% | +$81.1K | ﹤0.01% | 724 |
|
|
2023
Q4 | $118K | Buy |
+1,200
| New | +$118K | ﹤0.01% | 773 |
|