GWMR
GC Wealth Management RIA’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
57,505
-5,312
| -8% | -$379K | 0.33% | 61 |
|
|
2025
Q1 | $4.17M | Buy |
62,817
+1,602
| +3% | +$106K | 0.76% | 29 |
|
|
2024
Q4 | $4.1M | Sell |
61,215
-1,071
| -2% | -$71.8K | 0.72% | 29 |
|
|
2024
Q3 | $4.19M | Buy |
62,286
+543
| +0.9% | +$36.5K | 0.73% | 27 |
|
|
2024
Q2 | $3.92M | Buy |
61,743
+1,177
| +2% | +$74.8K | 0.77% | 27 |
|
|
2024
Q1 | $3.66M | Buy |
60,566
+2,489
| +4% | +$150K | 0.73% | 28 |
|
|
2023
Q4 | $3.14M | Buy |
+58,077
| New | +$3.14M | 1.41% | 14 |
|