Focus Partners Wealth’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 | $264K | Buy |
2,705
+110
| +4% | +$10.7K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $203K | Sell |
2,595
-110
| -4% | -$8.61K | ﹤0.01% | 1732 |
|
|
2024
Q4 | $240K | Hold |
2,705
| – | – | ﹤0.01% | 1638 |
|
|
2024
Q3 | $241K | Hold |
2,705
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q2 | $228K | Buy |
2,705
+110
| +4% | +$9.27K | ﹤0.01% | 1132 |
|
|
2024
Q1 | $228K | Hold |
2,595
| – | – | ﹤0.01% | 894 |
|
|
2023
Q4 | $214K | Buy |
+2,595
| New | +$214K | ﹤0.01% | 746 |
|