Pine Harbor 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
Q2
$6.1M Sell
2025
Q1
$6.72M Sell
2024
Q4
$8.27M Sell
2024
Q3
$10.5M Buy
2024
Q2
$6.9M Buy
2024
Q1
$7.08M Buy
2023
Q4
$5.73M Buy