Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,168
| Closed | -$227K | – | 329 |
|
|
2024
Q4 | $227K | Sell |
2,168
-454
| -17% | -$47.6K | 0.04% | 275 |
|
|
2024
Q3 | $274K | Sell |
2,622
-359
| -12% | -$37.6K | 0.05% | 240 |
|
|
2024
Q2 | $306K | Sell |
2,981
-235
| -7% | -$24.2K | 0.09% | 175 |
|
|
2024
Q1 | $342K | Sell |
3,216
-761
| -19% | -$81K | 0.1% | 158 |
|
|
2023
Q4 | $390K | Buy |
+3,977
| New | +$390K | 0.13% | 133 |
|