SteelPeak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,526
| Closed | -$894K | – | 552 |
|
|
2024
Q4 | $894K | Sell |
8,526
-57,333
| -87% | -$6.01M | 0.04% | 250 |
|
|
2024
Q3 | $6.89M | Buy |
65,859
+879
| +1% | +$92K | 0.3% | 70 |
|
|
2024
Q2 | $6.68M | Sell |
64,980
-2,168
| -3% | -$223K | 0.31% | 72 |
|
|
2024
Q1 | $7.15M | Buy |
67,148
+23,820
| +55% | +$2.54M | 0.36% | 61 |
|
|
2023
Q4 | $4.25M | Buy |
43,328
+15,065
| +53% | +$1.48M | 0.25% | 88 |
|
|
2023
Q3 | $2.58M | Buy |
28,263
+124
| +0.4% | +$11.3K | 0.16% | 116 |
|
|
2023
Q2 | $2.55M | Buy |
+28,139
| New | +$2.55M | 0.15% | 101 |
|