Crown Wealth Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,325
Closed -$251K 75
2022
Q3
$251K Sell
6,325
-570
-8% -$22.6K 0.26% 50
2022
Q2
$290K Hold
6,895
0.26% 52
2022
Q1
$344K Buy
+6,895
New +$344K 0.24% 61