WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.24K | Hold |
50
| – | – | ﹤0.01% | 693 |
|
|
2024
Q3 | $5.23K | Hold |
50
| – | – | ﹤0.01% | 734 |
|
|
2024
Q2 | $5.14K | Hold |
50
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $5.33K | Buy |
+50
| New | +$5.33K | ﹤0.01% | 706 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$4.56K | – | 760 |
|
|
2023
Q3 | $4.56K | Buy |
+50
| New | +$4.56K | ﹤0.01% | 689 |
|