EWM
Evermay 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 | $15.1K | Sell |
140
-60
| -30% | -$6.46K | ﹤0.01% | 412 |
|
|
2025
Q1 | $20K | Hold |
200
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $21K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2024
Q3 | $20.9K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $20.6K | Hold |
200
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $21.3K | Buy |
+200
| New | +$21.3K | ﹤0.01% | 412 |
|