Greenwood Capital Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,784
| Closed | -$394K | – | 269 |
|
|
2023
Q4 | $394K | Buy |
+4,784
| New | +$394K | 0.05% | 211 |
|
|
2020
Q1 | – | Sell |
-119,246
| Closed | -$5.56M | – | 199 |
|
|
2019
Q4 | $5.56M | Sell |
119,246
-3,994
| -3% | -$186K | 1.17% | 33 |
|
|
2019
Q3 | $5.1M | Buy |
123,240
+39,790
| +48% | +$1.65M | 1.24% | 31 |
|
|
2019
Q2 | $3.57M | Buy |
+83,450
| New | +$3.57M | 0.9% | 41 |
|
|
2018
Q1 | – | Sell |
-58,404
| Closed | -$2.48M | – | 224 |
|
|
2017
Q4 | $2.48M | Buy |
+58,404
| New | +$2.48M | 0.58% | 71 |
|