Altium Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $550K | Sell |
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|
2021
Q3 | $510K | Hold |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $420K | Hold |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $463K | Hold |
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|
2019
Q3 | $425K | Hold |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $414K | Sell |
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|
2018
Q3 | $652K | Sell |
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|
2018
Q2 | $703K | Buy |
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