BHBT
Burke & Herbert Bank & Trust’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
10,740
-300
| -3% | -$29.3K | 0.23% | 111 |
|
|
2025
Q1 | $864K | Sell |
11,040
-30
| -0.3% | -$2.35K | 0.21% | 123 |
|
|
2024
Q4 | $981K | Hold |
11,070
| – | – | 0.23% | 114 |
|
|
2024
Q3 | $988K | Sell |
11,070
-1,850
| -14% | -$165K | 0.23% | 115 |
|
|
2024
Q2 | $1.09M | Buy |
+12,920
| New | +$1.09M | 0.27% | 104 |
|