Old North State Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Old North State Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$256K	Buy
2025 Q2	$243K	Buy
2025 Q1	$224K	Sell
2024 Q4	$256K	Buy
2024 Q3	$253K	Buy
2024 Q2	$244K	Buy
2024 Q1	$250K	Buy
2023 Q4	$227K	Buy
2023 Q3	–	Sell
2023 Q2	$217K	Sell
2023 Q1	$206K	Buy