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

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