Fingerlakes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
3,562
+77
| +2% | +$7.51K | 0.26% | 74 |
|
|
2025
Q1 | $273K | Hold |
3,485
| – | – | 0.23% | 76 |
|
|
2024
Q4 | $309K | Hold |
3,485
| – | – | 0.25% | 73 |
|
|
2024
Q3 | $311K | Hold |
3,485
| – | – | 0.26% | 72 |
|
|
2024
Q2 | $294K | Hold |
3,485
| – | – | 0.26% | 72 |
|
|
2024
Q1 | $306K | Hold |
3,485
| – | – | 0.3% | 69 |
|
|
2023
Q4 | $287K | Buy |
+3,485
| New | +$287K | 0.31% | 72 |
|