Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $541K | Buy |
7,080
+678
| +11% | +$51.8K | 0.08% | 200 |
|
|
2023
Q1 | $448K | Buy |
+6,402
| New | +$448K | 0.07% | 217 |
|
|
2022
Q1 | – | Sell |
-5,960
| Closed | -$471K | – | 361 |
|
|
2021
Q4 | $471K | Buy |
5,960
+1,310
| +28% | +$104K | 0.06% | 212 |
|
|
2021
Q3 | $340K | Sell |
4,650
-17,690
| -79% | -$1.29M | 0.05% | 246 |
|
|
2021
Q2 | $1.69M | Buy |
22,340
+355
| +2% | +$26.8K | 0.24% | 95 |
|
|
2021
Q1 | $1.53M | Buy |
21,985
+17,655
| +408% | +$1.23M | 0.24% | 95 |
|
|
2020
Q4 | $246K | Buy |
+4,330
| New | +$246K | 0.05% | 255 |
|