West Branch Capital’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $358K | Buy |
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