AWM
Aries 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-48,742
| Closed | -$2.59M | – | 197 |
|
|
2021
Q4 | $2.59M | Buy |
48,742
+688
| +1% | +$36.6K | 0.99% | 29 |
|
|
2021
Q3 | $2.33M | Buy |
48,054
+1,650
| +4% | +$80.1K | 0.99% | 28 |
|
|
2021
Q2 | $2.26M | Buy |
46,404
+2,206
| +5% | +$107K | 0.96% | 29 |
|
|
2021
Q1 | $2.03M | Buy |
44,198
+959
| +2% | +$44K | 0.91% | 31 |
|
|
2020
Q4 | $1.85M | Buy |
43,239
+1,013
| +2% | +$43.4K | 0.93% | 31 |
|
|
2020
Q3 | $1.63M | Buy |
42,226
+88
| +0.2% | +$3.4K | 0.93% | 32 |
|
|
2020
Q2 | $1.49M | Buy |
42,138
+20,513
| +95% | +$726K | 0.91% | 32 |
|
|
2020
Q1 | $645K | Buy |
+21,625
| New | +$645K | 0.49% | 57 |
|