MGWM
Marks Group Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Hold |
23,892
| – | – | 0.24% | 106 |
|
|
2025
Q1 | $2.39M | Hold |
23,892
| – | – | 0.23% | 110 |
|
|
2024
Q4 | $2.51M | Hold |
23,892
| – | – | 0.25% | 103 |
|
|
2024
Q3 | $2.5M | Hold |
23,892
| – | – | 0.24% | 105 |
|
|
2024
Q2 | $2.46M | Hold |
23,892
| – | – | 0.26% | 106 |
|
|
2024
Q1 | $2.54M | Hold |
23,892
| – | – | 0.27% | 102 |
|
|
2023
Q4 | $2.34M | Sell |
23,892
-1,150
| -5% | -$113K | 0.27% | 107 |
|
|
2023
Q3 | $2.28M | Buy |
25,042
+93
| +0.4% | +$8.49K | 0.28% | 106 |
|
|
2023
Q2 | $2.26M | Buy |
24,949
+62
| +0.2% | +$5.63K | 0.27% | 115 |
|
|
2023
Q1 | $2.12M | Buy |
24,887
+77
| +0.3% | +$6.57K | 0.27% | 115 |
|
|
2022
Q4 | $2.05M | Buy |
+24,810
| New | +$2.05M | 0.28% | 111 |
|