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Beacon Harbor Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-172,865
Closed -$8.65M – 89
2023
Q3 		$8.65M Buy
172,865
+4
+0% +$200 2.88% 5
2023
Q2 		$8.72M Buy
172,861
+85,269
+97% +$4.3M 2.85% 5
2023
Q1 		$4.15M Buy
+87,592
New +$4.15M 1.45% 37