Aspire Wealth Management’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
Q3 | $393K | Buy |
5,848
+4,046
| +225% | +$272K | 0.21% | 72 |
|
2024
Q2 | $114K | Hold |
1,802
| – | – | 0.07% | 116 |
|
2024
Q1 | $109K | Hold |
1,802
| – | – | 0.07% | 119 |
|
2023
Q4 | $97.5K | Buy |
1,802
+1,211
| +205% | +$65.5K | 0.07% | 112 |
|
2023
Q3 | $29.6K | Hold |
591
| – | – | 0.02% | 133 |
|
2023
Q2 | $29.8K | Hold |
591
| – | – | 0.02% | 139 |
|
2023
Q1 | $28K | Hold |
591
| – | – | 0.02% | 136 |
|
2022
Q4 | $26K | Buy |
+591
| New | +$26K | 0.02% | 136 |
|