GWM
Guardian Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-872
| Closed | -$68.3K | – | 188 |
|
|
2025
Q1 | $68.3K | Sell |
872
-4
| -0.5% | -$313 | 0.05% | 94 |
|
|
2024
Q4 | $77.7K | Buy |
876
+1
| +0.1% | +$89 | 0.05% | 100 |
|
|
2024
Q3 | $78.1K | Buy |
875
+2
| +0.2% | +$178 | 0.06% | 99 |
|
|
2024
Q2 | $73.8K | Buy |
873
+1
| +0.1% | +$84 | 0.06% | 96 |
|
|
2024
Q1 | $76.5K | Buy |
+872
| New | +$76.5K | 0.06% | 97 |
|