Wealth Enhancement Advisory Services’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.4M | Sell |
95,846
-46,163
| -33% | -$5.03M | 0.02% | 615 |
|
2025
Q1 | $14.2M | Buy |
142,009
+6,657
| +5% | +$665K | 0.03% | 495 |
|
2024
Q4 | $14.2M | Buy |
135,352
+20,803
| +18% | +$2.18M | 0.03% | 465 |
|
2024
Q3 | $12M | Sell |
114,549
-21,378
| -16% | -$2.24M | 0.03% | 469 |
|
2024
Q2 | $14M | Sell |
135,927
-11,472
| -8% | -$1.18M | 0.03% | 405 |
|
2024
Q1 | $15.7M | Sell |
147,399
-12,352
| -8% | -$1.32M | 0.04% | 371 |
|
2023
Q4 | $15.7M | Buy |
159,751
+24,814
| +18% | +$2.43M | 0.05% | 346 |
|
2023
Q3 | $12.3M | Buy |
+134,937
| New | +$12.3M | 0.04% | 365 |
|