Perigon 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 | $3.75M | Sell |
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|
2025
Q2 | $3.6M | Buy |
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|
2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $3.62M | Buy |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $3.19M | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $302K | Buy |
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