OWA
Opal Wealth Advisors’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 | $385K | Sell |
3,573
-840
| -19% | -$90.5K | 0.11% | 106 |
|
|
2025
Q1 | $441K | Sell |
4,413
-1,523
| -26% | -$152K | 0.14% | 88 |
|
|
2024
Q4 | $623K | Sell |
5,936
-974
| -14% | -$102K | 0.19% | 77 |
|
|
2024
Q3 | $723K | Sell |
6,910
-65
| -0.9% | -$6.8K | 0.23% | 57 |
|
|
2024
Q2 | $717K | Buy |
6,975
+205
| +3% | +$21.1K | 0.23% | 54 |
|
|
2024
Q1 | $721K | Buy |
6,770
+1,840
| +37% | +$196K | 0.24% | 58 |
|
|
2023
Q4 | $483K | Buy |
4,930
+2,405
| +95% | +$236K | 0.19% | 81 |
|
|
2023
Q3 | $230K | Buy |
+2,525
| New | +$230K | 0.13% | 128 |
|