Advocacy Wealth Management Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,948
| Closed | -$299K | – | 54 |
|
|
2024
Q1 | $299K | Sell |
4,948
-278
| -5% | -$16.8K | 0.03% | 53 |
|
|
2023
Q4 | $283K | Sell |
5,226
-407
| -7% | -$22K | 0.03% | 51 |
|
|
2023
Q3 | $282K | Hold |
5,633
| – | – | 0.03% | 35 |
|
|
2023
Q2 | $284K | Sell |
5,633
-2,290
| -29% | -$116K | 0.03% | 35 |
|
|
2023
Q1 | $375K | Sell |
7,923
-229
| -3% | -$10.8K | 0.05% | 35 |
|
|
2022
Q4 | $359K | Buy |
+8,152
| New | +$359K | 0.05% | 35 |
|