WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,042
| Closed | -$256K | – | 281 |
|
|
2018
Q2 | $256K | Hold |
5,042
| – | – | 0.05% | 210 |
|
|
2018
Q1 | $240K | Sell |
5,042
-468
| -8% | -$22.3K | 0.05% | 236 |
|
|
2017
Q4 | $250K | Sell |
5,510
-614
| -10% | -$27.9K | 0.07% | 178 |
|
|
2017
Q3 | $261K | Buy |
6,124
+245
| +4% | +$10.4K | 0.07% | 156 |
|
|
2017
Q2 | $235K | Buy |
+5,879
| New | +$235K | 0.07% | 154 |
|