AWA
Acorn Wealth Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,623
| Closed | -$265K | – | 183 |
|
|
2021
Q3 | $265K | Buy |
3,623
+186
| +5% | +$13.6K | 0.19% | 132 |
|
|
2021
Q2 | $260K | Buy |
+3,437
| New | +$260K | 0.18% | 136 |
|
|
2018
Q3 | – | Sell |
-938
| Closed | -$41K | – | 393 |
|
|
2018
Q2 | $41K | Sell |
938
-14
| -1% | -$612 | 0.03% | 302 |
|
|
2018
Q1 | $40K | Buy |
952
+118
| +14% | +$4.96K | 0.03% | 302 |
|
|
2017
Q4 | $36K | Buy |
+834
| New | +$36K | 0.03% | 301 |
|