Laird Norton Wetherby Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
+6,104
| New | +$435K | 0.02% | 613 |
|
|
2024
Q4 | $324K | Sell |
4,830
-13
| -0.3% | -$871 | 0.02% | 678 |
|
|
2024
Q3 | $326K | Hold |
4,843
| – | – | 0.01% | 700 |
|
|
2024
Q2 | $308K | Sell |
4,843
-3
| -0.1% | -$191 | 0.01% | 699 |
|
|
2024
Q1 | $293K | Sell |
4,846
-2
| -0% | -$121 | 0.01% | 745 |
|
|
2023
Q4 | $262K | Buy |
+4,848
| New | +$262K | 0.01% | 765 |
|