EverSource Wealth Advisors’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 | $477K | Sell |
6,701
-85
| -1% | -$6.06K | 0.02% | 474 |
|
|
2025
Q1 | $450K | Sell |
6,786
-22,983
| -77% | -$1.52M | 0.02% | 401 |
|
|
2024
Q4 | $2M | Buy |
29,769
+21,873
| +277% | +$1.47M | 0.11% | 150 |
|
|
2024
Q3 | $531K | Sell |
7,896
-1,597
| -17% | -$107K | 0.03% | 316 |
|
|
2024
Q2 | $613K | Sell |
9,493
-770
| -8% | -$49.7K | 0.04% | 282 |
|
|
2024
Q1 | $599K | Buy |
10,263
+10,075
| +5,359% | +$588K | 0.05% | 240 |
|
|
2023
Q4 | $10.2K | Hold |
188
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q3 | $9.41K | Buy |
+188
| New | +$9.41K | ﹤0.01% | 1445 |
|