Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,753
| Closed | -$222K | – | 108 |
|
|
2019
Q4 | $222K | Buy |
+4,753
| New | +$222K | 0.14% | 86 |
|
|
2019
Q3 | – | Sell |
-5,229
| Closed | -$224K | – | 114 |
|
|
2019
Q2 | $224K | Sell |
5,229
-400
| -7% | -$17.1K | 0.17% | 89 |
|
|
2019
Q1 | $234K | Buy |
5,629
+4,718
| +518% | +$196K | 0.2% | 81 |
|
|
2018
Q4 | $32K | Buy |
+911
| New | +$32K | 0.03% | 87 |
|