CW
Connectus Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.45M | Sell |
57,098
-1,210,362
| -95% | -$73.1M | 0.09% | 140 |
|
|
2023
Q4 | $68.6M | Buy |
1,267,460
+101,044
| +9% | +$5.47M | 1.4% | 13 |
|
|
2023
Q3 | $58.4M | Buy |
1,166,416
+582,637
| +100% | +$29.2M | 1.3% | 15 |
|
|
2023
Q2 | $29.5M | Buy |
583,779
+544,547
| +1,388% | +$27.5M | 0.68% | 36 |
|
|
2023
Q1 | $1.86M | Buy |
+39,232
| New | +$1.86M | 0.05% | 230 |
|