CPA
Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.21M | Sell |
40,603
-97,675
| -71% | -$7.72M | 0.97% | 17 |
|
|
2021
Q3 | $10.1M | Sell |
138,278
-2,528
| -2% | -$185K | 3.46% | 6 |
|
|
2021
Q2 | $10.6M | Sell |
140,806
-5,486
| -4% | -$415K | 3.69% | 5 |
|
|
2021
Q1 | $10.2M | Buy |
146,292
+70,984
| +94% | +$4.94M | 3.98% | 5 |
|
|
2020
Q4 | $4.28M | Buy |
+75,308
| New | +$4.28M | 1.75% | 11 |
|