Accel Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-553
| Closed | -$26.2K | – | 757 |
|
|
2023
Q1 | $26.2K | Hold |
553
| – | – | 0.01% | 633 |
|
|
2022
Q4 | $24.3K | Hold |
553
| – | – | 0.01% | 505 |
|
|
2022
Q3 | $23K | Hold |
553
| – | – | 0.01% | 524 |
|
|
2022
Q2 | $24K | Hold |
553
| – | – | 0.01% | 499 |
|
|
2022
Q1 | $28K | Hold |
553
| – | – | 0.01% | 487 |
|
|
2021
Q4 | $29K | Hold |
553
| – | – | 0.01% | 499 |
|
|
2021
Q3 | $27K | Hold |
553
| – | – | 0.02% | 444 |
|
|
2021
Q2 | $27K | Buy |
553
+215
| +64% | +$10.5K | 0.02% | 460 |
|
|
2021
Q1 | $15K | Buy |
+338
| New | +$15K | 0.01% | 577 |
|