Cumberland Partners’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
2024 Q2	–	Sell	-12,305	Closed	-$1.08M	–	203
2024 Q1	$1.08M	Sell	12,305 -39,500	-76%	-$3.47M	0.08%	122
2023 Q4	$4.25M	Buy	51,805 +22,505	+77%	+$1.84M	0.39%	60
2023 Q3	$2.05M	Buy	+29,300	New	+$2.05M	0.2%	87