Total Clarity Wealth Management’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 |
-8,769
| Closed | -$860K | – | 288 |
|
|
2023
Q4 | $860K | Buy |
8,769
+73
| +0.8% | +$7.16K | 0.35% | 86 |
|
|
2023
Q3 | $793K | Buy |
8,696
+2,175
| +33% | +$198K | 0.38% | 77 |
|
|
2023
Q2 | $592K | Sell |
6,521
-9
| -0.1% | -$817 | 0.29% | 89 |
|
|
2023
Q1 | $557K | Buy |
+6,530
| New | +$557K | 0.3% | 83 |
|
|
2022
Q4 | – | Sell |
-2,717
| Closed | -$203K | – | 262 |
|
|
2022
Q3 | $203K | Sell |
2,717
-6,814
| -71% | -$509K | 0.13% | 217 |
|
|
2022
Q2 | $759K | Buy |
+9,531
| New | +$759K | 0.39% | 60 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$9K | – | 533 |
|
|
2019
Q4 | $9K | Buy |
+150
| New | +$9K | 0.01% | 514 |
|