IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
3,379
-257
| -7% | -$25.1K | 0.01% | 844 |
|
|
2025
Q1 | $285K | Sell |
3,636
-637
| -15% | -$49.9K | 0.01% | 879 |
|
|
2024
Q4 | $379K | Sell |
4,273
-4,550
| -52% | -$403K | 0.01% | 782 |
|
|
2024
Q3 | $781K | Buy |
8,823
+3,894
| +79% | +$345K | 0.02% | 575 |
|
|
2024
Q2 | $416K | Sell |
4,929
-796
| -14% | -$67.2K | 0.02% | 689 |
|
|
2024
Q1 | $502K | Sell |
5,725
-397
| -6% | -$34.8K | 0.02% | 636 |
|
|
2023
Q4 | $504K | Sell |
6,122
-14,051
| -70% | -$1.16M | 0.02% | 598 |
|
|
2023
Q3 | $1.41M | Sell |
20,173
-1,051
| -5% | -$73.7K | 0.07% | 268 |
|
|
2023
Q2 | $1.62M | Sell |
21,224
-1,021
| -5% | -$78K | 0.08% | 227 |
|
|
2023
Q1 | $1.56M | Buy |
22,245
+193
| +0.9% | +$13.5K | 0.09% | 226 |
|
|
2022
Q4 | $1.37M | Buy |
22,052
+4,253
| +24% | +$265K | 0.09% | 237 |
|
|
2022
Q3 | $1.02M | Buy |
+17,799
| New | +$1.02M | 0.08% | 273 |
|