Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$7K | – | 894 |
|
|
2016
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 842 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 882 |
|
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 817 |
|
|
2015
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 898 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 900 |
|
|
2015
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 885 |
|
|
2015
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 904 |
|