TSWM
Triangle Securities Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,783
| Closed | -$286K | – | 203 |
|
|
2024
Q2 | $286K | Buy |
2,783
+71
| +3% | +$7.3K | 0.08% | 182 |
|
|
2024
Q1 | $289K | Buy |
2,712
+312
| +13% | +$33.2K | 0.08% | 180 |
|
|
2023
Q4 | $235K | Buy |
2,400
+42
| +2% | +$4.12K | 0.07% | 184 |
|
|
2023
Q3 | $215K | Buy |
+2,358
| New | +$215K | 0.08% | 179 |
|