WLPWM
Walled Lake Planning & 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 | $681K | Sell |
6,321
-791
| -11% | -$85.2K | 0.22% | 57 |
|
|
2025
Q1 | $710K | Buy |
7,112
+180
| +3% | +$18K | 0.25% | 57 |
|
|
2024
Q4 | $727K | Buy |
6,932
+542
| +8% | +$56.8K | 0.27% | 55 |
|
|
2024
Q3 | $669K | Buy |
6,390
+427
| +7% | +$44.7K | 0.25% | 53 |
|
|
2024
Q2 | $613K | Buy |
5,963
+951
| +19% | +$97.7K | 0.25% | 51 |
|
|
2024
Q1 | $534K | Buy |
5,012
+914
| +22% | +$97.3K | 0.22% | 50 |
|
|
2023
Q4 | $402K | Buy |
4,098
+19
| +0.5% | +$1.86K | 0.19% | 57 |
|
|
2023
Q3 | $372K | Buy |
4,079
+129
| +3% | +$11.8K | 0.19% | 54 |
|
|
2023
Q2 | $359K | Buy |
3,950
+542
| +16% | +$49.2K | 0.17% | 58 |
|
|
2023
Q1 | $291K | Sell |
3,408
-14
| -0.4% | -$1.19K | 0.15% | 61 |
|
|
2022
Q4 | $283K | Buy |
+3,422
| New | +$283K | 0.19% | 41 |
|
|
2022
Q1 | – | Sell |
-3,540
| Closed | -$343K | – | 101 |
|
|
2021
Q4 | $343K | Buy |
3,540
+3,177
| +875% | +$308K | 0.2% | 61 |
|
|
2021
Q3 | $32K | Buy |
+363
| New | +$32K | 0.02% | 190 |
|