WMR
Wealth Management Resources’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 | $1.23M | Sell |
11,403
-6,349
| -36% | -$684K | 0.42% | 24 |
|
|
2025
Q1 | $1.77M | Sell |
17,752
-5,963
| -25% | -$596K | 0.64% | 23 |
|
|
2024
Q4 | $2.49M | Sell |
23,715
-93,797
| -80% | -$9.84M | 0.92% | 20 |
|
|
2024
Q3 | $12.3M | Sell |
117,512
-5,225
| -4% | -$547K | 4.93% | 10 |
|
|
2024
Q2 | $12.6M | Sell |
122,737
-76
| -0.1% | -$7.81K | 5.42% | 8 |
|
|
2024
Q1 | $13.1M | Buy |
122,813
+5,011
| +4% | +$534K | 5.65% | 7 |
|
|
2023
Q4 | $11.5M | Buy |
117,802
+44,589
| +61% | +$4.37M | 5.43% | 8 |
|
|
2023
Q3 | $6.68M | Buy |
+73,213
| New | +$6.68M | 3.23% | 13 |
|