Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35,801
| Closed | -$2.83M | – | 177 |
|
|
2021
Q4 | $2.83M | Buy |
+35,801
| New | +$2.83M | 1.06% | 33 |
|
|
2021
Q3 | – | Sell |
-68,092
| Closed | -$5.15M | – | 225 |
|
|
2021
Q2 | $5.15M | Buy |
68,092
+30,120
| +79% | +$2.28M | 1.92% | 10 |
|
|
2021
Q1 | $2.64M | Sell |
37,972
-1,309
| -3% | -$91K | 1.04% | 27 |
|
|
2020
Q4 | $2.23M | Buy |
+39,281
| New | +$2.23M | 0.89% | 39 |
|