Householder Group Estate & Retirement Specialist’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $68K | Sell |
649
-486
| -43% | -$50.9K | 0.05% | 192 |
|
|
2024
Q3 | $118K | Hold |
1,135
| – | – | 0.03% | 337 |
|
|
2024
Q2 | $116K | Buy |
1,135
+213
| +23% | +$21.8K | 0.03% | 325 |
|
|
2024
Q1 | $98.2K | Hold |
922
| – | – | 0.03% | 347 |
|
|
2023
Q4 | $90K | Hold |
922
| – | – | 0.03% | 348 |
|
|
2023
Q3 | $84.1K | Buy |
+922
| New | +$84.1K | 0.03% | 355 |
|
|
2023
Q1 | $78K | Buy |
+912
| New | +$78K | 0.03% | 352 |
|
|
2022
Q4 | – | Sell |
-392
| Closed | -$29K | – | 1014 |
|
|
2022
Q3 | $29K | Buy |
+392
| New | +$29K | 0.01% | 501 |
|