MWM
Modern 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 | $3.52M | Buy |
32,689
+410
| +1% | +$44.2K | 0.09% | 194 |
|
|
2025
Q1 | $3.22M | Buy |
32,279
+1,080
| +3% | +$108K | 0.1% | 166 |
|
|
2024
Q4 | $3.27M | Sell |
31,199
-4,708
| -13% | -$494K | 0.12% | 144 |
|
|
2024
Q3 | $3.76M | Buy |
+35,907
| New | +$3.76M | 0.23% | 73 |
|