Herold Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $548K | Sell |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $571K | Hold |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $581K | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $419K | Buy |
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