Fulcrum Equity Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,284
Closed -$1.23M 154
2024
Q3
$1.23M Sell
18,284
-734
-4% -$49.4K 1.04% 21
2024
Q2
$1.21M Buy
+19,018
New +$1.21M 1.08% 23
2023
Q2
Sell
-24,089
Closed -$1.14M 113
2023
Q1
$1.14M Buy
+24,089
New +$1.14M 1.07% 30