Burney Company’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $258K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $208K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $206K | Buy |
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