LGT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-569
| Closed | -$58.5K | – | 784 |
|
|
2024
Q2 | $58.5K | Sell |
569
-2,643
| -82% | -$272K | 0.12% | 147 |
|
|
2024
Q1 | $342K | Buy |
3,212
+68
| +2% | +$7.24K | 0.4% | 51 |
|
|
2023
Q4 | $308K | Buy |
3,144
+40
| +1% | +$3.92K | 0.38% | 55 |
|
|
2023
Q3 | $283K | Buy |
3,104
+445
| +17% | +$40.6K | 0.36% | 60 |
|
|
2023
Q2 | $241K | Buy |
+2,659
| New | +$241K | 0.26% | 98 |
|