Schrum Private 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 | $672K | Hold |
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|
2025
Q1 | $623K | Hold |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $641K | Hold |
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|
2024
Q1 | $665K | Hold |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $569K | Hold |
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|
2023
Q2 | $567K | Hold |
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|
2023
Q1 | $532K | Hold |
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|
2022
Q4 | $516K | Hold |
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $497K | Hold |
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|
2022
Q1 | $540K | Hold |
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|
2021
Q4 | $606K | Buy |
|