EverSource Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $819K | Buy |
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|
2025
Q4 | $500K | Buy |
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|
2025
Q3 | $456K | Sell |
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|
2025
Q2 | $477K | Sell |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $10.2K | Hold |
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|
2023
Q3 | $9.41K | Buy |
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