Insight Wealth Strategies’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,386
| Closed | -$208K | – | 190 |
|
|
2021
Q3 | $208K | Buy |
2,386
+3
| +0.1% | +$262 | 0.03% | 185 |
|
|
2021
Q2 | $209K | Buy |
+2,383
| New | +$209K | 0.03% | 179 |
|
|
2020
Q2 | – | Sell |
-5,930
| Closed | -$264K | – | 181 |
|
|
2020
Q1 | $264K | Sell |
5,930
-25,690
| -81% | -$1.14M | 0.07% | 125 |
|
|
2019
Q4 | $2M | Sell |
31,620
-3,264
| -9% | -$206K | 0.42% | 46 |
|
|
2019
Q3 | $1.97M | Sell |
34,884
-44,097
| -56% | -$2.49M | 0.46% | 39 |
|
|
2019
Q2 | $4.44M | Sell |
78,981
-7,758
| -9% | -$436K | 1.08% | 19 |
|
|
2019
Q1 | $4.63M | Buy |
86,739
+49,196
| +131% | +$2.63M | 1.29% | 18 |
|
|
2018
Q4 | $1.72M | Buy |
+37,543
| New | +$1.72M | 0.53% | 29 |
|