Kingswood Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Hold |
13,906
| – | – | 0.08% | 264 |
|
|
2025
Q1 | $923K | Sell |
13,906
-80
| -0.6% | -$5.31K | 0.08% | 265 |
|
|
2024
Q4 | $937K | Buy |
+13,986
| New | +$937K | 0.07% | 287 |
|
|
2024
Q3 | – | Sell |
-13,470
| Closed | -$856K | – | 743 |
|
|
2024
Q2 | $856K | Buy |
13,470
+3,470
| +35% | +$220K | 0.08% | 266 |
|
|
2024
Q1 | $604K | Sell |
10,000
-3,600
| -26% | -$218K | 0.07% | 300 |
|
|
2023
Q4 | $735K | Buy |
+13,600
| New | +$735K | 0.08% | 261 |
|