Resurgent Financial Advisors’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,423
Closed -$140K 435
2023
Q4
$140K Buy
1,423
+393
+38% +$38.5K 0.09% 208
2023
Q3
$94K Buy
+1,030
New +$94K 0.06% 231