SWMG
Sard Wealth Management Group’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 | $253K | Hold |
2,346
| – | – | 0.16% | 42 |
|
|
2025
Q1 | $234K | Hold |
2,346
| – | – | 0.16% | 43 |
|
|
2024
Q4 | $246K | Hold |
2,346
| – | – | 0.17% | 38 |
|
|
2024
Q3 | $246K | Hold |
2,346
| – | – | 0.16% | 40 |
|
|
2024
Q2 | $241K | Hold |
2,346
| – | – | 0.17% | 37 |
|
|
2024
Q1 | $250K | Hold |
2,346
| – | – | 0.23% | 37 |
|
|
2023
Q4 | $230K | Buy |
+2,346
| New | +$230K | 0.23% | 37 |
|