Jackson 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
2023
Q4
Sell
-7,761
Closed -$544K 156
2023
Q3
$544K Buy
+7,761
New +$544K 0.08% 103
2023
Q2
Sell
-11,193
Closed -$783K 134
2023
Q1
$783K Buy
+11,193
New +$783K 0.59% 57