Lloyd Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-30
| Closed | -$3K | – | 659 |
|
2021
Q4 | $3K | Sell |
30
-265
| -90% | -$26.5K | ﹤0.01% | 369 |
|
2021
Q3 | $26K | Buy |
295
+1
| +0.3% | +$88 | 0.01% | 229 |
|
2021
Q2 | $26K | Sell |
294
-796
| -73% | -$70.4K | 0.01% | 222 |
|
2021
Q1 | $89K | Sell |
1,090
-33,095
| -97% | -$2.7M | 0.05% | 110 |
|
2020
Q4 | $2.46M | Buy |
+34,185
| New | +$2.46M | 1.35% | 14 |
|