Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-34
| Closed | -$3K | – | 1127 |
|
|
2024
Q3 | $3K | Sell |
34
-54
| -61% | -$4.77K | ﹤0.01% | 1007 |
|
|
2024
Q2 | $7K | Sell |
88
-618
| -88% | -$49.2K | ﹤0.01% | 892 |
|
|
2024
Q1 | $61.9K | Hold |
706
| – | – | 0.02% | 433 |
|
|
2023
Q4 | $58K | Hold |
706
| – | – | 0.02% | 434 |
|
|
2023
Q3 | $49.5K | Buy |
+706
| New | +$49.5K | 0.02% | 450 |
|
|
2023
Q1 | $54K | Buy |
+775
| New | +$54K | 0.02% | 430 |
|
|
2022
Q4 | – | Sell |
-775
| Closed | -$44K | – | 1015 |
|
|
2022
Q3 | $44K | Buy |
+775
| New | +$44K | 0.02% | 425 |
|