WBH Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Sell |
8,225
-3,075
| -27% | -$331K | 0.08% | 171 |
|
|
2025
Q1 | $1.13M | Sell |
11,300
-340
| -3% | -$34K | 0.11% | 136 |
|
|
2024
Q4 | $1.22M | Sell |
11,640
-1,077
| -8% | -$113K | 0.11% | 133 |
|
|
2024
Q3 | $1.33M | Sell |
12,717
-38,529
| -75% | -$4.03M | 0.13% | 123 |
|
|
2024
Q2 | $5.27M | Sell |
51,246
-8,621
| -14% | -$886K | 0.53% | 45 |
|
|
2024
Q1 | $6.38M | Sell |
59,867
-3,452
| -5% | -$368K | 0.66% | 40 |
|
|
2023
Q4 | $6.21M | Buy |
63,319
+2,767
| +5% | +$271K | 0.69% | 41 |
|
|
2023
Q3 | $5.52M | Buy |
60,552
+14,259
| +31% | +$1.3M | 0.68% | 41 |
|
|
2023
Q2 | $4.2M | Buy |
46,293
+8,220
| +22% | +$746K | 0.5% | 52 |
|
|
2023
Q1 | $3.25M | Buy |
+38,073
| New | +$3.25M | 0.41% | 62 |
|