Walled Lake Planning & 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 | $681K | Sell |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $727K | Buy |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $32K | Buy |
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