WealthShield Partners’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-100
| Closed | -$4K | – | 327 |
|
|
2020
Q1 | $4K | Sell |
100
-125
| -56% | -$5K | ﹤0.01% | 242 |
|
|
2019
Q4 | $15K | Hold |
225
| – | – | 0.01% | 240 |
|
|
2019
Q3 | $14K | Hold |
225
| – | – | 0.01% | 230 |
|
|
2019
Q2 | $15K | Hold |
225
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $14K | Hold |
225
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $13K | Hold |
225
| – | – | 0.01% | 201 |
|
|
2018
Q3 | $15K | Sell |
225
-175
| -44% | -$11.7K | 0.01% | 201 |
|
|
2018
Q2 | $27K | Buy |
+400
| New | +$27K | 0.02% | 174 |
|