Blue Bell Private Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-33
| Closed | -$1K | – | 204 |
|
|
2018
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 202 |
|
|
2018
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 211 |
|
|
2018
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 204 |
|
|
2018
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 207 |
|
|
2017
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 215 |
|
|
2017
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 228 |
|
|
2017
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 240 |
|
|
2017
Q1 | $1K | Buy |
33
+1
| +3% | +$30 | ﹤0.01% | 242 |
|
|
2016
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 253 |
|
|
2016
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 410 |
|
|
2016
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 424 |
|
|
2016
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 428 |
|
|
2015
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 437 |
|
|
2015
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 437 |
|
|
2015
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 425 |
|
|
2015
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 413 |
|
|
2014
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 424 |
|
|
2014
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 433 |
|
|
2014
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 401 |
|