JFS Wealth Advisors’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
2023
Q4
Sell
-285
Closed -$26K 2038
2023
Q3
$26K Buy
+285
New +$26K ﹤0.01% 488