EWM
Evermay Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85K | Hold |
40
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $2.65K | Hold |
40
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $2.68K | Hold |
40
| – | – | ﹤0.01% | 508 |
|
|
2024
Q3 | $2.69K | Hold |
40
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $2.54K | Hold |
40
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $2.42K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $2.16K | Hold |
40
| – | – | ﹤0.01% | 515 |
|
|
2023
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $2.02K | Hold |
40
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $1.89K | Hold |
40
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $1.76K | Hold |
40
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 481 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$49K | – | 522 |
|
|
2021
Q2 | $49K | Buy |
+1,000
| New | +$49K | 0.01% | 287 |
|