GWMR
GC Wealth Management RIA’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 | $4.45M | Sell |
41,356
-4,549
| -10% | -$490K | 0.36% | 52 |
|
|
2025
Q1 | $4.58M | Buy |
45,905
+213
| +0.5% | +$21.3K | 0.84% | 26 |
|
|
2024
Q4 | $4.79M | Buy |
45,692
+137
| +0.3% | +$14.4K | 0.84% | 25 |
|
|
2024
Q3 | $4.77M | Sell |
45,555
-102
| -0.2% | -$10.7K | 0.83% | 24 |
|
|
2024
Q2 | $4.69M | Sell |
45,657
-24
| -0.1% | -$2.47K | 0.93% | 21 |
|
|
2024
Q1 | $4.86M | Buy |
45,681
+3,881
| +9% | +$413K | 0.97% | 21 |
|
|
2023
Q4 | $4.1M | Buy |
+41,800
| New | +$4.1M | 1.85% | 10 |
|