ICA Group Wealth Management’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
Q2 | $12.3K | Sell |
120
-470
| -80% | -$48.3K | 0.01% | 445 |
|
|
2024
Q1 | $62.8K | Buy |
590
+50
| +9% | +$5.32K | 0.01% | 500 |
|
|
2023
Q4 | $52.9K | Buy |
+540
| New | +$52.9K | 0.01% | 505 |
|
|
2023
Q3 | – | Sell |
-460
| Closed | -$41.8K | – | 1074 |
|
|
2023
Q2 | $41.8K | Hold |
460
| – | – | 0.01% | 522 |
|
|
2023
Q1 | $39.2K | Hold |
460
| – | – | 0.01% | 533 |
|
|
2022
Q4 | $38K | Buy |
+460
| New | +$38K | 0.01% | 569 |
|