Longview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
134,405
+437
| +0.3% | +$47.1K | 12.3% | 3 |
|
|
2025
Q1 | $13.4M | Buy |
133,968
+24,369
| +22% | +$2.43M | 11.48% | 3 |
|
|
2024
Q4 | $11.5M | Buy |
109,599
+7,198
| +7% | +$755K | 9.05% | 3 |
|
|
2024
Q3 | $10.7M | Buy |
102,401
+912
| +0.9% | +$95.5K | 7.85% | 5 |
|
|
2024
Q2 | $10.4M | Sell |
101,489
-245
| -0.2% | -$25.2K | 7.93% | 5 |
|
|
2024
Q1 | $10.8M | Buy |
101,734
+474
| +0.5% | +$50.5K | 8.13% | 5 |
|
|
2023
Q4 | $9.93M | Buy |
+101,260
| New | +$9.93M | 7.98% | 6 |
|