APP
Avantax Planning Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,960
| Closed | -$353K | – | 342 |
|
|
2021
Q1 | $353K | Buy |
7,960
+326
| +4% | +$14.5K | 0.02% | 220 |
|
|
2020
Q4 | $321K | Buy |
+7,634
| New | +$321K | 0.02% | 210 |
|
|
2018
Q4 | – | Sell |
-2,310
| Closed | -$76K | – | 1055 |
|
|
2018
Q3 | $76K | Buy |
+2,310
| New | +$76K | 0.01% | 396 |
|