Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,377
| Closed | -$1.25M | – | 431 |
|
|
2025
Q1 | $1.25M | Buy |
26,377
+25,900
| +5,430% | +$1.23M | 0.17% | 131 |
|
|
2024
Q4 | $42.5K | Sell |
477
-135
| -22% | -$12K | 0.01% | 635 |
|
|
2024
Q3 | $54.8K | Hold |
612
| – | – | 0.01% | 528 |
|
|
2024
Q2 | $51.7K | Buy |
+612
| New | +$51.7K | 0.01% | 490 |
|
|
2023
Q4 | $50.4K | Buy |
+612
| New | +$50.4K | 0.01% | 491 |
|
|
2023
Q3 | – | Sell |
-997
| Closed | -$75.2K | – | 1511 |
|
|
2023
Q2 | $75.2K | Buy |
+997
| New | +$75.2K | 0.02% | 302 |
|
|
2020
Q4 | $1.54M | Buy |
+27,097
| New | +$1.54M | 0.78% | 32 |
|