BWG
Balanced Wealth Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
12,699
-23
| -0.2% | -$1.64K | 0.39% | 28 |
|
|
2025
Q1 | $844K | Buy |
12,722
+6
| +0% | +$398 | 0.41% | 28 |
|
|
2024
Q4 | $887K | Sell |
12,716
-24
| -0.2% | -$1.67K | 0.4% | 29 |
|
|
2024
Q3 | $857K | Sell |
12,740
-895
| -7% | -$60.2K | 0.38% | 31 |
|
|
2024
Q2 | $866K | Buy |
13,635
+8
| +0.1% | +$508 | 0.39% | 29 |
|
|
2024
Q1 | $816K | Buy |
13,627
+9
| +0.1% | +$539 | 0.36% | 32 |
|
|
2023
Q4 | $736K | Buy |
+13,618
| New | +$736K | 0.38% | 36 |
|