DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
1,784
+473
| +36% | +$33.7K | 0.05% | 215 |
|
|
2025
Q1 | $87K | Buy |
1,311
+275
| +27% | +$18.2K | 0.04% | 241 |
|
|
2024
Q4 | $69.4K | Buy |
1,036
+307
| +42% | +$20.6K | 0.03% | 260 |
|
|
2024
Q3 | $49.1K | Hold |
729
| – | – | 0.02% | 302 |
|
|
2024
Q2 | $46.3K | Buy |
729
+1
| +0.1% | +$64 | 0.02% | 279 |
|
|
2024
Q1 | $44K | Hold |
728
| – | – | 0.02% | 277 |
|
|
2023
Q4 | $39.4K | Hold |
728
| – | – | 0.02% | 283 |
|
|
2023
Q3 | $36.4K | Buy |
+728
| New | +$36.4K | 0.02% | 282 |
|