WWM
Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,004
-461
| -19% | -$49.7K | 0.05% | 118 |
|
|
2025
Q1 | $246K | Buy |
2,465
+5
| +0.2% | +$499 | 0.06% | 101 |
|
|
2024
Q4 | $258K | Sell |
2,460
-3
| -0.1% | -$315 | 0.07% | 93 |
|
|
2024
Q3 | $258K | Buy |
2,463
+4
| +0.2% | +$419 | 0.07% | 94 |
|
|
2024
Q2 | $253K | Buy |
2,459
+1,294
| +111% | +$133K | 0.08% | 111 |
|
|
2024
Q1 | $124K | Sell |
1,165
-400
| -26% | -$42.6K | 0.04% | 137 |
|
|
2023
Q4 | $153K | Hold |
1,565
| – | – | 0.05% | 129 |
|
|
2023
Q3 | $143K | Buy |
1,565
+1,059
| +209% | +$96.6K | 0.05% | 117 |
|
|
2023
Q2 | $45.9K | Sell |
506
-2,741
| -84% | -$249K | 0.02% | 143 |
|
|
2023
Q1 | $277K | Sell |
3,247
-22
| -0.7% | -$1.88K | 0.13% | 94 |
|
|
2022
Q4 | $270K | Hold |
3,269
| – | – | 0.17% | 95 |
|
|
2022
Q3 | $245K | Buy |
+3,269
| New | +$245K | 0.18% | 90 |
|